In the News


Hedge Fund Launches Plunge, Liquidations Surge amid Pandemic

July 09, 2020

It has become more difficult grow and scale a hedge fund business, with more closures than launches in recent years – and 2020 looks likely to only accelerate the trend, according to recent data. If you build it, investors won’t necessarily come, according to Dan Sondhelm who share this Insight for this article. https://www.fundfire.com/c/2805103/346083 (Subscription required).

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17 Things A Great Financial Advisor’s Website Should Have

July 07, 2020

Five top financial marketing experts discuss 17 things a great financial advisor’s website should have. Dan Sondhelm discusses owning a niche, committing to timely content, earning news coverage and a meeting scheduling tool in this article.

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What Will Reopening Look Like?

July 06, 2020

Brush up on your people skills, because they’re going to be the most important part of your practice — not the numbers. Dan Sondhelm was included in Capital Group’s recent article.

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Does Your Investment Story Need an Overhaul?

July 06, 2020

Some asset managers believe that performance is the story. But it’s not. It’s the attention-grabbing headline that your core investment narrative must always be proving, whether it’s on the pages of a commentary or your web site, spoken by a portfolio manager in a webinar or video, or summarized in a sales presentation – as published in Nasdaq.

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Boutique Asset Managers Weathering the Storm

July 06, 2020

Our latest report provides a revealing picture of the competitive state of active asset managers which, despite the many death notices that have been written, are very much alive and kicking. Dan Sondhelm sat down (virtually) with industry innovation guru Bill Hortz to discuss the key findings, surprises and concerns.

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Managers Shelve New Mega Deals as Pandemic Persists

July 03, 2020

Asset management firms are likely to put new large-scale mergers and acquisitions on hold as uncertainty around the pandemic continues. But some boutiques may be looking for options. Dan Sondhelm was included in this article.

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Digital Marketing Effectiveness Must Improve as Pandemic Continues

July 03, 2020

With digital marketing required to replace on-site interactions with allocators, asset managers are not very confident in the effectiveness of their current setup, according to a recent study by Sondhelm Partners.

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Does your investment story need an overhaul?

July 02, 2020

In the competitive world of asset management business development a compelling and credible story closes the deal. This article was published in Iris.

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The Boutiques Are Alright

June 15, 2020

Recent market turbulence has put pressure on boutique asset managers, but most companies are not ready to throw in the towel just yet, according to a recent Sondhelm Partners study. The report was featured in Fundfire.

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Long-Term Remote Work Puts Managers’ Company Culture to the Test

June 11, 2020

Asset managers are grappling with how to keep their company culture in place as remote work stretches on and becomes the new normal for some. Dan Sondhelm shared his thoughts for this Fundfire article.

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