In the News


The Zoom Mistakes That Are Still Holding Back Asset Managers

May 05, 2021

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

April 27, 2021

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

April 22, 2021

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

April 22, 2021

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

April 20, 2021

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

April 20, 2021

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

April 20, 2021

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

April 14, 2021

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

April 09, 2021

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

April 08, 2021

The Web Marketing Association recently awarded two F/m Acceleration websites as “Best Investment Website” and “Best Mutual Fund Website” in the 2021 Internet Advertising Competition (IAC) Awards. Sondhelm Partners is proud to have developed the websites.

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