In the News


12 Ways to Strengthen Your Asset Management and Mutual Fund Websites

September 17, 2021

How can you tell whether your website is helping or hindering your efforts? A good way to start is to evaluate its effectiveness by candidly answering 12 key diagnostic questions. This article was published in Nasdaq. Read More

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Invesco continues to eye ETF growth opportunities

September 16, 2021

The firm aims for operating margin improvements amid passive pressures. Dan Sondhelm opined for this article in Traditional Fund Intelligence. Read More

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How to Develop a Virtual Advisory Service as a Growth Strategy

September 14, 2021

“Normal” will not return. The new professional playground in wealth management is the digital realm. That requires a change in the way that we think about online engagement. It is not a temporary solution as we wait for the pandemic to go away. It’s how we do business now. This article was picked up by Advisorpedia.

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Chase Investment Counsel Wins Web Marketing Association “Best Investment Website” Award for 2021

September 13, 2021

Chase Investment Counsel recently won the “Best Investment Website” award for the American Marketing Association’s 25th annual International WebAward competition. Sondhelm partners developed the website.

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73 Questions to Ask When Upgrading Your Website for Growth

September 08, 2021

If your asset management firm is considering building or updating your website, it can be a struggle to ensure it is built for growth. Does your website help you look the part of a serious firm? Does it attract leads? Frank Serebrin’s article was republished in Advisorpedia.

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Sondhelm Partners is Proud to Support the American Red Cross – Hurricane Ida

September 07, 2021

Our southern Louisiana-based colleague Phaedra Perkins has played an active role on the ground providing resources to those affected by Hurricane Ida. Sondhelm Partners made a donation to the American Red Cross to support her effort. The American Red Cross prevents and alleviates human suffering in the face of emergencies by mobilizing the power of volunteers and the generosity of donors. Click here for more information.

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12 Ways to Strengthen Your Asset Management and Mutual Fund Websites

September 01, 2021

How can you tell whether your website is helping or hindering your efforts? A good way to start is to evaluate its effectiveness by candidly answering 12 key diagnostic questions. This article was published in Advisorpedia.

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Aberdeen, Bridgewater, BlackRock Tops in Brand Clout: Report

September 01, 2021

Brand awareness and reputation have become critically important for alternatives and hedge funds looking to differentiate themselves and impact asset owners’ allocation decisions, according to a new eVestment report. Dan Sondhelm opined for this FundFire article.

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Top Ideas for Client Events and How to Make Them Great

August 31, 2021

A robust and varied slate of events can help you stand out from the advisor crowd and burnish your image as a partner who understands client needs. Dan Sondhelm opined for this Capital Group Pro article.

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Sondhelm Partners is Proud to Support the Wounded Warrior Project

August 27, 2021

The WWP mission is to honor and empower Wounded Warriors who incurred a physical or mental injury, illnesses, or wound following military service.

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