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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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As the financial services world continues its slow crawl into the digital age, boutique asset management firms and mutual fund companies are facing new challenges in marketing and growing their businesses. Many firms have reached a critical juncture in their marketing efforts where they must decide between what is easy and inexpensive. This story was picked up on 3PM.
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A case can be made that salespeople have the toughest job in an asset management firm. Yet, some firms still manage to compound the sales team’s difficulties by not providing what they need most, which is real marketing support. This story was picked up on 3PM.
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The unalterable trends transforming the asset management industry are forcing firms to question their business models with many scrambling to maintain relevance in an evolving value chain.
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Asset managers are looking for ways to maximize the ROI on their websites. Dan Sondhelm explains why approaching analytics from two perspectives works best, on the Kurtosys blog.
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At a time of rapid change, innovation and heightened competition, asset managers must invest in ways to better understand the needs of advisors and thoughtfully choose the right channels for interacting with them. This story was picked up on Nasdaq.
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The economic pressure that has weighed down asset managers over the last couple of years will continue to mount in 2019, especially as the tide of market-induced asset growth subsides.
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During tough times, many financial advisors don’t always follow their own advice – to exercise patience and discipline – until the storm passes. Instead of forging ahead with their growth strategies, many look to cut marketing and communications when investors need it most. Dan Sondhelm’s latest contribution to Financial Advisor Magazine shares what advisors can do instead.
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