Category: In The News


The Zoom Mistakes That Are Still Holding Back Asset Managers

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The most successful asset managers have embraced Zoom for video conferencing. In this article, we’ll point out the common mistakes that asset managers are still making on Zoom calls, and how to avoid them. This article was picked up by NASDAQ.

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Abrdn disem-vowels with rebrand

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Standard Life Aberdeen is condensing its brand name and renaming itself ‘Abrdn’ in a play for a more modern look and brand image. Analysts say the new name may be a burden for brand awareness. Dan Sondhelm opined for this Fund Intelligence article.

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To Win with the Next Generation, Asset Managers Need to Change the Culture

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For next generation portfolio managers, whether 35 or 55 years old, some are feeling neglected. They “often feel like they are floating down a river without a life jacket.” They worry that their firms aren’t thinking enough about growth. Read Dan Sondhelm’s latest contribution to MFWire.com.

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Marketing Agility Pro Tips for Asset Managers

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Quickly pivoting to adjust and apply marketing resources to fulfill changing needs for digital content and communication, virtual meetings and events, and advertising and media coverage, are essential for asset managers to engage with their audiences. Our friends at SalesPage asked several top marketing executives, including Dan Sondhelm, to share insight for this article.

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Touchstone’s Plans to Tweak AIG’s Funds

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Touchstone plans to reorganize the AIG mutual funds it will acquire into existing or new funds that will have lower fees. Dan Sondhelm opined for this Ignites article.

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Zoom Mistakes that are Still Holding Asset Managers Back

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The most successful asset managers have embraced Zoom for video conferencing. We’ll point out the common mistakes that asset managers are still making on Zoom calls, and how to avoid them.

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Blackrock Tops $9 Trillion on Record Inflows

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Blackrock’s  assets under management hit $9 trillion in the quarter, another milestone in the long growth trajectory of the world’s largest money manager. Dan Sondhelm commented for this article in Pension’s and Investments.

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A DC Fund Firm’s Websites Win

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The Web Marketing Association recognizes an asset manager and Sondhelm Partners for Best Investment and Mutual Fund Websites.

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Public Relations in Today’s Digital World

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Asset managers looking to elevate their firm’s brand and credibility should consider reevaluating their media relations strategy to maximize potential for visibility and AUM growth. Milin Iyer’s article was recently published in Advisorpedia.

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F/m Wins Best Investment, Mutual Fund Websites

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Web Marketing Association Awards Outstanding Achievement in Internet Advertising

Washington, DC, April 8, 2021 – The Web Marketing Association recently awarded two websites – www.fm-invest.com and www.fm-funds.com – as “Best Investment Website” and “Best Mutual Fund Website” in the 2021 Internet Advertising Competition (IAC) Awards.

Visit the IAC Winners Page for more information.

“These awards recognize and establish F/m as an industry leader in asset management and mutual fund communications,” said Rick Lake, Chief Investment Strategist and Head of Distribution for F/m Acceleration, the parent company of F/m Investments and F/m Funds. “Prior winners have included BlackRock, Cohen & Steers, John Hancock, and Pacific Life, among others. F/m joins these firms as an equal.”

The winning websites were developed by Sondhelm Partners. “F/m is committed to educating financial advisors and institutional investors about its quality strategies, people and products,” said Dan Sondhelm, CEO of Sondhelm Partners. “Strong performing websites, as part of F/m’s overall sales and marketing program, are a top priority to better engage, educate and inform clients and prospects and support the sales team.”

The Web Marketing Association was founded in Boston in 1997 to help set a high standard for Internet marketing and corporate web development on the World Wide Web. This organization is made up of Internet marketing, advertising, public relations and design professionals who share an interest for improving the quality of advertising, marketing and promotion used to attract visitors to corporate Web sites.

Judging criteria established by the Web Marketing Association include creativity, innovation, impact, design, copywriting, use of the medium, and memorability.

Awards were evaluated by objective advertising and financial industry professionals who have a thorough understanding of best practices in advertising design and technology.

Judges came from many of the best advertising and financial services firms in internet advertising including: Arc Worldwide, BlackRock Investments, Brunner Digital, Campbell-Ewald, Digitas, EuroRSCG 4D, Google, IBM Interactive, JWT, LeapFrog Interactive, McCann Worldgroup, Razorfish, TMP Worldwide, Universal McCann Interactive, Weber Shandwick and Wunderman / Y&R.

About F/m

F/m Acceleration, the parent company to F/m Funds and F/m Investments, empowers growth and independence for boutique, lift out, and overseas asset managers. F/m Acceleration provides institutional-grade investment systems, business operations, and marketing support so talented portfolio managers can focus on what they do best: managing investments and delivering performance. F/m Investments and F/m Funds provide advisors and institutional investors with access to innovative investment strategies.

About Sondhelm Partners

Sondhelm Partners helps asset managers, wealth managers and fintech companies attract investors and build brands through marketing, public relations and sales strategies. The firm also helps connect asset managers with strategic partners resulting in mergers, fund adoptions and subadvisory. Websites are often designed for performance, timely content and lead generation.

For More Information

For more information, please contact Dan Sondhelm, CEO, Sondhelm Partners 703-597-3863 or email him.

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In The News Archives - Page 4 of 29 - Sondhelm Partners