Category: In The News


More Feedback, Fewer Problems: Fund Shops Amp Up Performance Discussions

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Fund shops are rethinking how often they talk to employees about performance. Dan Sondhelm shared his perspective on how firm size shapes the conversation in this Ignites article.​​​​​​​​​​​​​​​​

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Sondhelm​ ​Partners​ ​Shortlisted for Three Hedgeweek ​EU​ ​Awards​ ​2026

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Sondhelm​ ​Partners​ ​has​ ​been​ ​shortlisted​ ​for​ ​the​ ​following​ ​categories​ ​at​ ​the​ ​Hedgeweek®​ ​EU​ ​Awards​ ​2026:

  • Marketing​ ​Agency​ ​of​ ​the​ ​Year
  • ​PR​ ​&​ ​Communications​ ​Firm​ ​of​ ​the​ ​Year
  • Third-Party​ ​Marketing​ ​Firm​ ​of​ ​the​ ​Year

This is quite an accomplishment!

Please vote for us in these three categories. The​ ​deadline​ ​for​ ​voting​ ​is​ ​Friday​, April 3, 2026​ ​(midnight​ ​GMT).

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New York Life Shakes Up Branding, Keeps Unit Names

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Retiring a beloved brand can quietly cost you more than you gain. Dan Sondhelm weighs in on this trend in Ignites.

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BlackRock​ ​Takes​ ​On​ ​Conspiracy​ ​Bots​ ​as​ ​Misinformation​ ​Risk​ ​Grows

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Ignoring​ ​misinformation​ ​used​ ​to​ ​be​ ​an​ ​option.​ ​Not​ ​anymore.​ ​FundFire​ ​explores​ ​why,​ ​and​ ​Dan​ ​Sondhelm​ ​is​ ​part​ ​of​ ​the​ ​conversation.​​​​​​​​​​​​​​​​ Read on.

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Dan Sondhelm Named Judge for 2026 Alternative Credit Awards North America

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Sondhelm Partners CEO Dan Sondhelm has been selected as a judge for the 2026 Alternative Credit Awards North America, hosted by Alternative Credit Investor.

The awards recognize the fund managers and service providers shaping the alternative credit industry across North America. Categories cover the full spectrum of alternative credit strategies, including direct lending, real estate debt, infrastructure debt, structured risk transfers, asset-backed finance, and CLOs.

Alternative Credit Investor is the leading global publication covering alternative credit, with readers spanning limited partners, general partners, and service providers worldwide.
The awards ceremony takes place April 14, 2026 at 583 Park Avenue in New York City.

Sondhelm Partners works exclusively with boutique asset managers, wealth managers, and fintech companies, helping them compete and grow through marketing, PR, and strategic partnerships.

For more information about the awards, visit the Alternative Credit Awards website.

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Sondhelm Partners Shortlisted for 2026 Mutual Fund & ETF Awards

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Sondhelm Partners has been shortlisted for the 2026 Mutual Fund & ETF Awards in the PR Campaign of the Year category for our work with KraneShares.

We’re honored to be recognized alongside some seriously talented companies in the PR category:

  • Craft & Capital (BondBloxx campaign)
  • Keramas (Calamos campaign)
  • Gregory (REX Shares campaign)
  • Thornburg Investment Management
  • Lyceus Group (F/m Investments campaign)
  • Lowe Group (Praxis Investment Management campaign)

Winners will be announced February 11 at the Metropolitan Club in New York. Looking forward to seeing many of you there. Best of luck to all the finalists.

More details about the awards: Mutual Fund & ETF Awards 2026

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Sondhelm Partners CEO Selected as Judge for Private Asset Management Awards

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Dan Sondhelm has been selected as a judge for the Private Asset Management Awards (PAM) 2026, presented by With Intelligence.

The awards recognize excellence across the US private wealth management industry, with over 40 categories covering wealth managers and service providers. Winners will be announced at the ceremony on February 5, 2026 in New York City.

Dan joins a panel of leading wealth managers, advisors, and industry experts who evaluate entries based on innovation, performance, and client service. The judging process is designed to ensure fair and accurate recognition of true excellence in private wealth management.

Learn more about the awards.

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Dan Sondhelm to Judge With Intelligence Mutual Fund & ETF Awards 2026

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Dan Sondhelm, CEO of Sondhelm Partners, has been invited to judge the With Intelligence Mutual Fund & ETF Awards 2026 for the third consecutive year.

The With Intelligence Mutual Fund & ETF Awards recognize excellence in fund leadership, sales, marketing, and performance. Being shortlisted or winning a category in these awards is widely regarded as among the most prestigious and respected honors in the traditional asset management industry.

The judging panel consists of more than 20 independent experts, including leading allocators, ETF strategists, independent directors, and consultants, who conduct a rigorous assessment of each category to ensure that only the most truly deserving firms are recognized.

The award ceremony will occur on February 11th, 2026 in New York City.

For more information and to enter the competition, please visit the competition’s official website.

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Deal propels Virginia’s Burke & Herbert into Pennsylvania

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Burke   &   Herbert’s   second   acquisition   in   three   years   pushes   the   Virginia   bank   past   $11   billion   in   assets.   Dan   Sondhelm   calls   it   “a   straightforward   play   for   scale   and   expanded   footprint.” Find out more. Subscription required.

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Barclays Tipped to Bid for Evelyn Partners – Experts Weigh In

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A possible Barclays move for Evelyn Partners is stirring the wealth world and raising questions about what comes next for firms chasing scale. Dan Sondhelm opined in the piece.

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In The News Archives - Page 2 of 47 - Sondhelm Partners