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There is little doubt that the mega-trends of the last several years have thrust the investment management industry into a period of transformative change. While still buttressed by a strong tailwind of asset-price inflation, investment management firms are facing increasing risks as the relentless downward fee pressure and passive flow migration threatens revenues and profits and, for some firms, their very existence.
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Economists often say “There is no such thing as a free lunch.” But Fidelity now offers free funds. Dan Sondhelm, one of several industry observers, commented on the move.
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Sondhelm Partners is pleased to announce that Dan Sondhelm will participate in a panel discussion at the Celera Systems SalesStation Client Conference in Milwaukee, WI on September 27, 2018. The panel will discuss how PR and communications can be used to grow and retain assets and will offer strategies for success. Sondhelm Partners is also a proud sponsor of the event.
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The play to out-Vanguard Vanguard gets stony response from competitors but analysts, including Dan Sondhelm, say Fidelity may actually be a quick study in the freemium game.
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A rising trend: financial advisors angling for clients based on their demographic and personal traits such as clients’ age and generation, gender, sexual preference, marital status, religion and/or activities. Dan Sondhelm commented for the article.
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How much do you know about email marketing? Take this quiz to find out.
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Suddenly, due to platform rationalization, the economics of running a boutique fund or fund family have soured and the sustainability of funds that are vulnerable to outflows has come into question.
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Website landing pages, home pages, content pages, and contact pages are not the same thing. What then is the difference, and why should asset managers and wealth advisors care?
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Have you ever considered hiring a part-time Chief Marketing Officer (CMO) to help grow your asset advisory or asset management firm? Did you even know that there was such a thing?
More formally, a part-time or outsourced CMO is called a Fractional Chief Marketing Officer.
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Content, content, content. It’s the “location, location, location” for 2018 and beyond for building a sales pipeline through marketing. Content done well can drive traffic, leads, and prospects along the sales funnel to satisfied, referral-providing clients.
However, only 30% of business-to-business marketers say their company is effective at content marketing, according to the Content Marketing Institute and MarketingProfs.
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