The Foundation for Financial Planning acts as the national engine for pro bono financial planning. They provide financial support, technical assistance, training, and resources to enable nonprofits around the country to develop and sustain pro bono financial planning programs for the people they serve. Working with partners like the Financial Planning Association® (FPA®), the National Association of Personal Financial Advisors (NAPFA), the Certified Financial Planner Board of Standards® (CFP Board®), and others, they help engage and train volunteer advisors on how to participate in these programs, which serve some of the most financially vulnerable members of our society, including wounded veterans, domestic violence survivors, struggling single parents and people with cancer, and now those who are affected by the COVID-19 pandemic.
Fund arm of Munich-based insurer takes final step of years-long brand consolidation of acquired businesses in effort to avoid confusion. Dan Sondhelm commented on the importance of brand consolidation for this Fund Intelligence article.
Leading recordkeepers, insurers launch websites, video campaigns and more as coronavirus measures limit face-to-face interaction further. Dan Sondhelm was included in this Fund Intelligence article.
Active management had a not-so-great year in 2019, with U.S. equity managers, in particular, failing to beat their respective benchmarks, according to new research by Wilshire. Now that volatility is back, induced by the global coronavirus pandemic, the pressure is on for active managers to prove their worth. Dan Sondhelm commented for this FundFire article.
The twin slams of the spread of the Coronavirus and the first bear market in a decade have created the most challenging environment for asset managers since the Great Recession. How are firms handling the pandemic and their clients? Very well, so far. This story was featured in Nasdaq.
Because market volatility may continue for some time, active managers with a proper strategy will be well-positioned to retain clients and have a better opportunity to capture more assets when the market recovers. Dan Sondhelm shared his thoughts with Synthesis’ Emilie Totten for this article in Money Management Executive.
The duration and severity of coronavirus is still up for debate as investors look to gain an understanding of its economic impact. Those differing views were on display during a webinar hosted by marketing and distribution firm Sondhelm Partners on Friday, as featured in Fin News.
Effective digital marketing can help fill your asset management firm’s pipeline and qualify potential leads so your sales team can make the most of their outbound contact efforts. So where do you begin? Read Dan Sondhelm’s latest feature in Money Management Executive.
Our own Milin Iyer shares with TheStreet how Sondhelm Partners has been using technology for stronger internal and client communications and is helping asset managers raise the bar with clients and prospects as well.
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