A Massachusetts Mutual Bank Moves Into Private Banking
December 02, 2025
Salem Five Cent Savings Bank is expanding into private banking after 170 years. Dan Sondhelm shares insight on the opportunities, risks, and what to watch as they scale.
In the News
Managers Prep ‘SWAT Teams’ for Race to Publish Timely House Views
November 26, 2025
Speed matters when markets move. Asset managers are building rapid-response teams to publish house views faster without tripping compliance. Michael Kuczkowski shared insight for FundFire’s article on this shift.
Guinness Atkinson to Rebrand ETF Suite
November 19, 2025
A boutique ETF suite ditches its separate brand to reunite with its parent company name just as three new ETFs prepare to launch. The timing reveals a bigger shift. Dan Sondhelm weighs in on this topic in Ignites.
Fund Shops Turn to TikTok and Reddit to Reach Retail Investors
November 06, 2025
Fund shops are bypassing advisors entirely, going straight to retail investors through TikTok campaigns and podcast hosts who can make their products go viral. Dan Sondhelm offers expertise in Ignites.
Frontier to Rebrand Fund Unit to MFG in North America Push
October 26, 2025
Frontier drops its name for parent company Magellan Financial Group as it expands in North America. Dan Sondhelm shares his take on the move for Ignites.
State Street Drops SPDR Label for New ETF Batch
October 13, 2025
State Street filed for five new high-yield bond ETFs without its signature SPDR brand, creating “smart positioning opportunities” for distinct brand identities, Dan Sondhelm told Ignites.
Sondhelm Partners Named Finalist for ThinkAdvisor 2025 Luminaries Awards
October 13, 2025
Two KraneShares campaigns landed us a ThinkAdvisor Luminaries Award nomination. Complex investment stories turned into national coverage because we focused on what actually matters to journalists.
We Won! Third-Party Marketing Firm of the Year at the 2025 Hedgeweek US Awards
October 13, 2025
Only one firm swept all three marketing categories at Hedgeweek Awards. Our winning formula challenges how hedge funds think about growth.
How One Small Tweak Can Boost Advisor Search Visibility
October 06, 2025
Simple technical fixes can transform financial advisors’ online visibility in AI search engines, but most remain invisible due to basic oversights. Dan Sondhelm opined for Financial Planning.
T. Rowe Marketing Head Exits Before Major Brand Push
September 23, 2025
T. Rowe Price’s Theresa McLaughlin exited in June, just months before the firm’s active ETF brand push. Dan Sondhelm shares insights in Ignites.
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