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As industry pressures continue to build in a turbulent 2020, firms are relying on strategies that bring greater revenue, including alternative investments, to maintain profitability. Dan Sondhelm shared his thoughts with FundFire for this article.
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EMM Editor Matthew McCue took part in our webinar, How Boutique and Emerging Asset Managers Are Handling the Pandemic and Keeping their Clients Engaged, last month.
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With passively managed funds dominating inflows over the past decade, market prognosticators said it would take a bear market to convince investors to reconsider actively managed funds again. Well, advisors and institutions may be more willing to listen to your success story. Our recent webinar explained how boutique firms can position their active management success stories front and center among their clients and prospects, even in a work-at-home world. This article was picked up by Nasdaq.
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With on-site visits and conferences off limits for the foreseeable future, nearly all asset managers are focused on building virtual communities of clients and prospects to communicate their news and views. Many advisors and consultants are already suffering from ‘digital overload.’ In our recent webinar, we outlined five strategies firms can use to make sure their voices don‘t get lost in the digital mix. Published on Advisorpedia.
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Our recent webinar for top journalists resulted in another feature news article for clients. This time, three portfolio managers shared how they are handling investing during the COVID-19 pandemic. Thank you TEXPERS Pension Observer for the in-depth article.
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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.
Click here for more information.
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Referral Rock asked 107 marketing experts their opinion on word of mouth marketing. Dan Sondhelm was included in this article.
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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.
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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.
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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.
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