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Thought leadership is about creating insight that provides people with a different perspective on issues that matter to them. Authentic thought leadership challenges conventional wisdom while provoking or influencing thought. Memorable, insightful, and impactful thought leadership content is built on these key elements. This story was picked up on Nasdaq.
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A growing number of fund companies realize that Registered Investment Adviser (RIA) firms are the future of the intermediary business. Read Dan Sondhelm’s latest contribution to 3PM.
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If you only read the headlines for Morningstar’s latest Direct Fund Flows Commentary, you might walk away with the impression that investors have come back in force. And that the dominance of passive funds over active funds is finally beginning to crack. Think again. If you go behind the headlines, you’ll see that the numbers aren’t as impressive as they might seem. Read Dan Sondhelm’s latest contribution to Advisorpedia.
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The latest Kurtosys digital marketing survey reveals some encouraging trends as asset management firms continue their slow crawl into the digital age. Read Dan Sondhelm’s latest contribution to 3PM.
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Boutique asset managers often debate which client segments offer the best potential. Too often, these firms swing for home runs, but there are also advantages to hitting singles and doubles. Read Dan Sondhelm’s latest contribution to Advisorpedia.
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It’s not uncommon for asset management firms to be highly concentrated, with a significant portion of their revenues coming from relatively few clients or products. From a business management standpoint, it is both risky and irresponsible. Just ask Northern Cross.
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In the first edition of the Kurtosys Podcast, Dan Sondhelm chats with Elliot Burr about new digital strategies for asset managers: how to best leverage new technologies, and how to stay ahead of the content marketing game in the face of regulation and disruptors.
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Thinking about getting out of the mutual fund business? Do you just want to manage money? It might be time to think about merging with or selling your funds to a more experienced fund company that has the resources and expertise to take on the sales, marketing, and administrative tasks you don’t like to do – while letting you continue to manage investment decisions as a sub-advisor. Read Dan Sondhelm’s contribution to MFWire.
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The asset management industry continues to face unrelenting tailwinds in its struggle to grow AUM. The convergence of growing passive inflows, downward fee pressure, increased market volatility and chronic underperformance has formed a virtual perfect storm, catching many firms unprepared for the fallout. Read Dan Sondhelm’s latest contribution to Emerging Manager Monthly.
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One of the most fundamental tenets of investing and business is diversification — to avoid putting all one’s eggs into one basket.
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