In the News

Morningstar Downgrades T. Rowe, Virtus funds, Upgrades DFA

May 12, 2022

Retiring managers continue to pose challenges for the industry. What actions can firms do to promote younger talent and prepare them for greater responsibilities? Dan Sondhelm opined for this Traditional Fund Intelligence article.

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Thought Leaders vs Influencers in Asset Management – What’s the Difference?

April 26, 2022

You’ve probably heard that becoming a thought leader may help raise your personal and professional stature within the industry. It’s important because you become the go-to person on a topic. Thought leaders are traditionally recognized experts and an authority on a particular subject matter—and therefore have a large loyal following. Advisorpedia picked up Milin Iyer’s latest article.

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A $1.5B-AUM Fund Firm Wins Online

April 14, 2022

The folks at a $1.5-billion-AUM, subadvised, Big Apple mutual fund firm and their PR and marketing ally have good cause for popping some champagne. The website award was featured in MFWire.

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The Top 2 Barriers to Success on LinkedIn and Strategies for Overcoming Them

April 06, 2022

LinkedIn is the top social media platform for asset managers. But being on LinkedIn isn’t the same as using it well. Sondhelm Partners’ Phaedra Perkins sat down with Synthesis Technology’s Emilie Totten to discuss the top barriers to LinkedIn success and strategies to overcome them. She also threw in a little lagniappe (Cajun for “a little something extra”) about SEO! This video was picked up by Third Party Marketer’s newsletter.

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Liberty Street Funds Wins Best Mutual Fund Website

April 05, 2022

The Web Marketing Association recently awarded Liberty Street Funds with the “Best Mutual Fund Website” in the 2022 Internet Advertising Competition. Sondhelm Partners is proud to have developed the websites.

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Schwab Latest to Launch Direct Indexing Service

April 01, 2022

Charles Schwab is planning to roll out its direct indexing platform in late April, the latest in a line of asset managers to offer more personalized investing solutions to clients. Dan Sondhelm opined for this Traditional Fund Intelligence article.

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PIMCO taps Credit Suisse for institutional EVP

March 28, 2022

PIMCO’s addition will focus on family offices and nonprofits, growing areas of interest for many larger firms. Dan Sondhelm opined for this Traditional Fund Intelligence article.

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How Asset Managers Use Customer Data Platforms to Create the MarTech Stack of the Future

March 17, 2022

Asset managers must continue to drive down expense ratios and keep an intense focus on growth by leveraging modern technologies and improving operational efficiencies. For asset managers to deploy that technology, they need to invest in the marketing technology stack of the future. Our latest joint-research was featured in, a resource for data-driven marketing professionals.

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Dan Sondhelm to Judge With Intelligence Mutual Fund & ETF Awards 2022

March 15, 2022

Sondhelm Partners is proud to announce Dan Sondhelm will be one the judges for the With Intelligence Mutual Fund & ETF Awards 2022. Now in their 29th year, the With Intelligence Mutual Fund and ETF Awards are widely regarded as the most prestigious and respected awards in the traditional asset management space.

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Sondhelm Partners is Proud to Support World Central Kitchen

March 07, 2022

Within hours of the Russian invasion of Ukraine, WCK began serving hot, nourishing meals and are now set up at eight border crossings across the country. Additionally, they are supporting local restaurants preparing meals in eight Ukrainian cities including in Odessa, Lviv, and Kyiv. WCK teams are also on the ground in Romania, Moldova, Hungary, and arriving soon to supporting Slovakia.

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