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A provocative PwC report predicts that by 2030, up to 20% of active mutual fund boutiques could vanish, overwhelmed by market pressures and the surge of low-cost ETFs and index funds. How can smaller firms protect themselves and thrive in this challenging environment? Find out in Dan Sondhelm’s recent contribution for NASDAQ.
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A new Morningstar report says asset managers are laying off portfolio managers amid industry challenges. Dan Sondhelm shares insights on the reasons behind the layoffs and their impact on the industry.
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Fund firms have found various ways to reward workers beyond monetarily. Dan Sondhelm opined for this Ignites article.
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As its ETF assets boom, Dimensional Fund Advisors debuts a refreshed website for individuals, walking a fine line to retain loyalty among advisors. Dan Sondhelm opined for the Ignites article.
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WisdomTree is ramping up marketing efforts for its WisdomTree Prime digital wallet ahead of a national rollout. The blockchain-based platform presents an opportunity for WisdomTree to expand beyond investments. Dan Sondhelm opined for this article in Ignites.
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Voya launches lighthearted twin-centric ad campaign promoting workplace benefits and retirement savings tools with upbeat, entertainment-focused messaging. Dan Sondhelm opined for this Ignites article.
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Boutique asset managers: Are siloed sales and marketing teams hurting your messaging and investor engagement? Dan Sondhelm sat down with Bill Hortz of the Institute for Innovation Development to discuss strategies to improve collaboration between these groups for Financial Advisor Magazine.
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In a recent conversation with Institutional Asset Manager, Dan Sondhelm discussed how equipping sales teams for success through targeted content, digital communications, public relations efforts, and actionable data can increase sales team productivity and empower investor conversations.
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Navigating the persistent hurdles of raising capital remains an uphill battle for most hedge funds. Dan Sondhelm sat down with Hedgeweek to discuss strategic solutions to secure investments and expand assets.
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We’re excited to share that Sondhelm Partners has been shortlisted under the Best Communications & PR Firm category for the 2024 Fund Intelligence Operations and Services Awards. This marks the second straight year we’ve been shortlisted. Being repeatedly honored by this long-running industry awards program is an achievement we’re incredibly proud of.
These annual awards identify leading fund service providers who deliver value to asset managers while demonstrating robust and sustainable growth. The extensive evaluation criteria cover client impact, innovation, service quality, and operational excellence.
A panel of veteran industry experts conducts the judging process. Making it to the shortlist against intense competition demonstrates that Sondhelm Partners continues to distinguish itself through strong brand-building and capital-raising solutions. Our team sees being a repeat contender as a powerful motivation to keep raising the bar.
We look forward to attending the awards gala on February 15th, where the winners will be announced live on stage. In the meantime, we appreciate being recognized again by Fund Intelligence and thank our clients and dedicated team for making this repeated distinction possible. Good luck to all the nominated firms across categories.
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