In the News


Rising AUM? Declining shares outstanding? Time to plug the leak

April 05, 2018

Investment management firms are celebrating record assets under management after an increase in 2017. This is great news for investment managers as it translates into nice-sized bonuses. However, beneath the surface, there are signs that the foundation may be cracking in many firms, exposing the vulnerabilities of investment managers as they enter a new period… Read more »

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Evolution of the Financial Services Industry

April 01, 2018

Demographic shifts, advancing technology, changing consumer preferences, a surging and sometimes volatile stock market, and increasing regulatory scrutiny are compounding elements of the uncertainty keeping many firms in a perpetual reactive mode. It is more important than ever for business leaders to un­derstand the current trends, what is driving them, and the risks they present…. Read more »

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Recruiters Salivate as Greg Fleming Completes Marriage to Rockefeller & Co.

March 09, 2018

The Morgan Stanley ex-head sees 500% assets growth to $100 billion AUA by 2023 as critics see old branding, old money, old technology and old recruiting challenges. Dan Sondhelm and other industry observers offer their perspectives.

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Should You Outsource Your Portfolio Strategy?

February 05, 2018

Should you outsource your portfolio strategy? Yes, according to a small but growing number of advisors using ETF managed portfolios. Dan Sondhelm commented on this trend.

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25 Entrepreneurs Share How They Use Blogging for Business

January 07, 2018

The Blogosphere is here and it is not going anywhere. It’s not just for people talking about what they’re eating for lunch or their next celebrity crush. Blogging is big business for entrepreneurs and business owners. Rescue a CEO asked some businesses how they use blogging to help their business. Dan Sondhelm is featured at #17.

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Look to Robo Advisors to See Where Clients Will Be Next

December 19, 2017

Robos and wealth managers are focusing more of their communications efforts on digital education such as timely content, marketing automation and social media to be where clients and prospects spend their time. Dan Sondhelm shares his thoughts for this story.

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25 Ways to Promote and Distribute Your White Papers

December 11, 2017

Let’s say you’ve just completed an educational white paper on a topic of clear and compelling interest to your existing and potential best new clients. How do you promote and distribute it? Do you put it in clear plastic and hang it on doors? Slide it under windshield wipers? Drop it from airplanes? People digest content in different ways. The more and better you repurpose it and distribute it, the more buzz you’ll create.

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Experts Weigh In: 101 Things Entrepreneurs Are Thankful For – What are you thankful for this year?

November 27, 2017

There are plenty of ups and downs involved in an entrepreneurial journey and moments where it’s easy to get wrapped up in routine and forget to slow down and express gratitude over the things that matter. In honor of the Thanksgiving holidays, MyCorporation spoke to 101 entrepreneurs that shared what they are most thankful for this year. Dan Sondhelm is #3.

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Dan Sondhelm to Moderate Celera Systems Webinar focusing on Growth for 2018; Limited Space Still Available

November 18, 2017

Do you have a good story to tell? Do you want to finally get discovered by investors or learn about other ways to amplify your growth? The end of the year is the perfect time to think about your current results and how you can do even better over the next twelve months. The session will help ensure you’ve thought through the major considerations for your growth strategy in 2018.

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Franklin Templeton’s ETF play reveals pain of being late — yet it beats never

November 09, 2017

For a company as big, old, proud and well-known as Franklin Templeton, the rationalizations for why ETFs should be ignored are long and diverse. It is time for Franklin Templeton to embrace RIAs with greater fervor. Producing ETFs is a place to start, even if it underscores the strategic oversight of not starting a decade ago. Dan Sondhelm and other industry pros comment on this new offering and what it means for the industry.

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