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Sondhelm Partners is pleased to announce that Milin Iyer and Frank Serebrin will be presenting at the 2018 Integrated Advisors Summit in Dallas, TX on May 3rd. They will be speaking to the advisors about “How to be a Thought Leader in the Digital Era” and will offer strategies for success.
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Sondhelm Partners is proud to be a sponsor of the Ultimus Client Summit 2018. The networking and educational event is presented exclusively for Ultimus clients and business partners. It will take place on May 2-4, 2018 in Cincinnati, OH. We look forward to seeing you there.
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Investment management firms are celebrating record assets under management after an increase in 2017 of 16.1 percent – from $18.2 trillion to $21.1 trillion. According to Thomson Reuters Lipper, equity managers fared the best with an increase of 21.6 percent. This is obviously great news for investment managers as it translates into nice-sized bonuses. However, beneath the surface, there are signs that the foundation may be cracking in many firms, exposing the vulnerabilities of investment managers as they enter a new period of market volatility.
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The seismic market events of the last two months should be a stark reminder to investment management firms that having a well-conceived communication plan at the ready is essential if they want to differentiate themselves among anxious financial advisors.
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Investment management firms are celebrating record assets under management after an increase in 2017. This is great news for investment managers as it translates into nice-sized bonuses. However, beneath the surface, there are signs that the foundation may be cracking in many firms, exposing the vulnerabilities of investment managers as they enter a new period of market volatility. Dan Sondhelm’s article was picked up in MFWire.com
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Demographic shifts, advancing technology, changing consumer preferences, a surging and sometimes volatile stock market, and increasing regulatory scrutiny are compounding elements of the uncertainty keeping many firms in a perpetual reactive mode. It is more important than ever for business leaders to understand the current trends, what is driving them, and the risks they present. Dan Sondhelm’s article offers insight on those crucial challenges, along with various best practices firms might use to cope with them.
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In recent years, the commoditization of investment advice has forced an increasing number of financial advisors into offering more comprehensive financial planning as a way to add more value to the client relationship. As a result, the financial planning space is becoming much more crowded, making it difficult for financial advisors to stand out. That is why financial advisors should consider establishing a niche to more quickly build their businesses, focusing on a more targeted market they can dominate rather than a broader market they can vanish in. The key to differentiation in a crowded field is to become more focused and specialized to become recognized as the best-of-breed for a specific type of clientele that can be served profitably and effectively.
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The Morgan Stanley ex-head sees 500% assets growth to $100 billion AUA by 2023 as critics see old branding, old money, old technology and old recruiting challenges. Dan Sondhelm and other industry observers offer their perspectives.
See RIABiz for the full article.
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I see it all the time. Investment managers with good strategies and impressive track records just can’t seem to gain traction with institutional investors or financial advisors. Either firms have a tough time with distribution or senior management still holds on to outdated notions such as “if we build it, investors will come” and “good performance sells itself.”
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As more financial advisors offer retirement planning services to clients, it’s becoming increasingly difficult to differentiate from one another. The commoditization of advice, especially through the rise of robo-platforms, has magnified the challenge financial advisors face in being able to substantiate their value proposition. It can take a significant investment of time and money to differentiate your practice in such a crowded and competitive industry. But, with nearly $30 trillion of retirement assets in play, it’s a worthwhile investment.
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