Category: In The News


Schroders rolls out new brand with private asset focus

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Schroders is combining its private asset teams and capabilities into a new brand dubbed Schroders Capital. This will stoke collaboration across the firm’s private asset businesses and increase its visibility among the wider investment management marketplace. Dan Sondhelm opined for this Fund Intelligence article.

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50 Ivy Wholesalers Cut After Macquarie Buy

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Most of Ivy Investments’ sales team was laid off after Macquarie Asset Management closed on its acquisition of parent company Waddell & Reed last month. How do asset managers typically handle the integration of sales teams? Dan Sondhelm opined for this Ignites article.

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Automation Key as Fund Firms Seek to Boost Digital Content

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‘Huge opportunity’ for asset managers to improve data marketing, automation providers say. Asset managers have an opportunity to improve their data automation and free up their marketing departments to spend more time differentiating the companies, driving new business and outthinking competitors. What are the best practices? Dan Sondhelm was mentioned in this Fund Intelligence article.

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The Zoom Mistakes That Are Still Holding Back Asset Managers

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The most successful asset managers have embraced Zoom for video conferencing. In this article, we’ll point out the common mistakes that asset managers are still making on Zoom calls, and how to avoid them. This article was picked up by NASDAQ.

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Abrdn disem-vowels with rebrand

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Standard Life Aberdeen is condensing its brand name and renaming itself ‘Abrdn’ in a play for a more modern look and brand image. Analysts say the new name may be a burden for brand awareness. Dan Sondhelm opined for this Fund Intelligence article.

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To Win with the Next Generation, Asset Managers Need to Change the Culture

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For next generation portfolio managers, whether 35 or 55 years old, some are feeling neglected. They “often feel like they are floating down a river without a life jacket.” They worry that their firms aren’t thinking enough about growth. Read Dan Sondhelm’s latest contribution to MFWire.com.

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Marketing Agility Pro Tips for Asset Managers

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Quickly pivoting to adjust and apply marketing resources to fulfill changing needs for digital content and communication, virtual meetings and events, and advertising and media coverage, are essential for asset managers to engage with their audiences. Our friends at SalesPage asked several top marketing executives, including Dan Sondhelm, to share insight for this article.

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Touchstone’s Plans to Tweak AIG’s Funds

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Touchstone plans to reorganize the AIG mutual funds it will acquire into existing or new funds that will have lower fees. Dan Sondhelm opined for this Ignites article.

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Zoom Mistakes that are Still Holding Asset Managers Back

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The most successful asset managers have embraced Zoom for video conferencing. We’ll point out the common mistakes that asset managers are still making on Zoom calls, and how to avoid them.

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Blackrock Tops $9 Trillion on Record Inflows

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Blackrock’s  assets under management hit $9 trillion in the quarter, another milestone in the long growth trajectory of the world’s largest money manager. Dan Sondhelm commented for this article in Pension’s and Investments.

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In The News Archives - Page 18 of 43 - Sondhelm Partners