Category: In The News


The 10 Best-Selling Active Fund Shops of 2021

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Overall, investors piled $175 billion into active mutual funds during the year. Asset managers with quality products, strong distribution and dominant brands saw the most interest. Dan Sondhelm opined for this Ignites article.

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9 Easy Steps to Develop Your Strategic Plan in 30 Days

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If you were too busy putting out fires instead of the mid-year distribution review, don’t worry. You still have time to kick start the year with a sound strategic plan to create or improve your growth strategy for the new year. Here’s what you need to focus on to get that done. Advisorpedia picked up Dan Sondhelm’s recent article.

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#GreenLiving: Fidelity Uses Social Media to Promote ESG

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Fidelity has turned to social media to make its new sustainability chief into a green influencer. Dan Sondhelm commented for the Ignites article.

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Webinar Replay: Dan Sondhelm Leads UMB Webinar On Growth Strategies For Asset Managers

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The webinar replay is live. Dan Sondhelm collaborated with UMB Fund Services on a webinar focusing on growth strategies for asset managers. With other industry leaders, Dan moderated a conversation on managing growth as we come out of the pandemic including M&A, subadvisory, digital marketing, and public relations.

 

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Breaking Through The Wall: A Cold Email Strategy That Actually Worked

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Normally this financial advisor trashes product-and-performance-pushing cold emails, but he acted on this one because it demonstrates the wholesaler’s willingness to spend time to research both the firm and his background. Dan Sondhelm’s article was picked up by Advisorpedia.

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The Little Things Can Equal Big Money For Asset Managers

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Often, it is the little things that go a long way – not only in life, but in the asset management industry. Industry professionals say simply taking a few minutes out of your day to send an e-mail can bring a significant return to managers. Dan Sondhelm opined for this FIN News article.

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Emerging Managers Gain Ground in Hedge Fund Market Rebound

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Investor demand for emerging hedge fund managers has gotten a boost from high returns across the industry this year, following a difficult stretch during the pandemic when many allocators retreated to established relationships and pulled back on due diligence of new strategies. Dan Sondhelm opined for this FundFire article.

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Are “Swag Campaigns” a Marketing Gift or Curse?

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Over the past few months, I’ve received several “cold swag” gifts – boxes of delicious cookies and a pound of gourmet coffee. Then these vendors barraged me with follow up emails. I wonder whether the return on investment of these cold-swag campaigns justifies their costs. And under what situations should they be used? Dan Sondhelm’s recent article was picked up in Advisorpedia.

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4 Ways to Transform Your Firm’s Sales and Marketing Culture

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Investing in tactics can help, but your firm will be better off by encouraging greater flexibility and participation among those who can play a more effective role in delivering your message to the marketplace. Here are four suggestions to start this process. Dan Sondhelm’s recent article was picked up in Advisorpedia.

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PGIM Joins Direct Indexing Rush with Green Harvest Buy

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Deal the latest in a flurry of acquisitions across the industry. Dan Sondhelm opined for this Traditional Fund Intelligence article.

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In The News Archives - Page 14 of 44 - Sondhelm Partners