Category: In The News


Fund Adoption: A Potential Growth Strategy

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Gaining notoriety and AUM is a challenge without a long-term track record, an extensive distribution network and a well-planned marketing strategy.

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Creating the “Billions” Impression to Prospective Buyers

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Do you watch Billions? It’s an over-the-top, testosterone-charged soap opera centering around two alpha males who run a wildly successful hedge fund. Not all money management firms scream wealth, innovation, energy and success like Axe Capital. When it’s time to grow (or sell), take these steps to avoid making a bad impression, as published in Iris.

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Sondhelm Partners to Sponsor Ultimus Client Conference

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Sondhelm Partners is pleased to announce that it will be a Bronze sponsor for the Ultimus Client Summit. The theme of the Summit is VISION 20/20: See opportunities for the upcoming year; Envision new business possibilities; and Apply a vision for strategy, planning and growth.

The Summit is designed for mutual fund professionals to learn and share experiences with others.

It will be held September 18-20, 2019, in Cincinnati.

You can learn more about the Summit here.

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For Asset Managers, Thought Leadership May Be Their Only Edge

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Not every portfolio manager can become a rock star. But anyone can navigate towards becoming more visible, more respected and more influential. When your opinions really matter, you’ve arrived. This article was picked up by the 3PM blog.

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2019 SEO Marketing Trends

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The importance of SEO in the digital marketing world has grown year over year. More consumers today make decisions online and it is key for businesses to have a digital presence. This has only made SEO harder for small businesses. In this article, Dan Sondhelm shared his thoughts along with other digital marketing experts.

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For Asset Managers, Thought Leadership May Be Their Only Edge

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Not every portfolio manager can become a rock star. But anyone can navigate towards becoming more visible, more respected and more influential. When your opinions really matter, you’ve arrived. This article was picked up by Nasdaq.

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Dan Sondhelm to Present at Greater Cincinnati Mutual Fund Association Event

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Sondhelm Partners is pleased to announce that Dan Sondhelm will speak on a GCMFA panel with James Curry from SS&C Alps at the Greater Cincinnati Mutual Fund Association workshop. The session will focus on growth strategies, trends and best practices in mutual fund distribution, marketing, and M&A. The event will be held July 18, 2019, in Cincinnati.

You can learn more about the GCMFA here.

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The Yellow Brick Road Towards Thought Leadership

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Not every portfolio manager can become a rock star. But anyone can navigate towards becoming more visible, more respected and more influential. When your opinions really matter, you’ve arrived.

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Harnessing the Power of SEO to Generate Qualified Leads

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For SEO to work effectively, it can take several months to see results and it requires ongoing management to refine the methods and improve results, says Dan Sondhelm, in the Kurtosys blog.

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BlackRock’s acquisition of BGI 10 years ago fuels breakneck growth of investment giant

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Ten years ago, BlackRock took a giant step toward becoming the world’s largest money manager, announcing it would acquire Barclays Global Investors. Dan Sondhelm shared his insight on the deal and what it means for asset managers today with Pension’s and Investments.

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In The News Archives - Page 3 of 16 - Sondhelm Partners