In the News


Three Game Changers for Financial Advisors in 2020

January 23, 2020

With the enforcement of Regulation Best Interest, this year will be a pivotal year for advisors concerned about thriving or just surviving. As published on Iris.

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The Passive vs Active Debate Asset Managers Should Be Having

January 20, 2020

To grow, firms need to be as active in the marketing and sales side of their business as they are in the investment side of their business. If you have a good story to tell, and you are committed to growth, all you need are the right strategies. Read Dan Sondhelm’s latest Money Management Executive article.

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Entrepreneurs Reveal The Unique Side About Being an Entrepreneur in DC, Maryland & Virginia

January 17, 2020

Being a DMV entrepreneur comes with benefits making it unique to run a business. Dan Sondhelm discusses the opportunity for growth in the region for this article in CEO Blog Nation.

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Will 2020 be the Year Asset Managers Finally Catch the Technology Wave?

January 16, 2020

Rising passive inflows, fee compression, increasing regulation, and platform rationalization continue to threaten the survival of boutique firms. As these trends come more sharply into focus, 2020 will be a pivotal year in which firms either get ahead of them or continue their slide into oblivion. As published in Iris.

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Say Cheese! Shops Put PMs in the Spotlight

January 15, 2020

Shops often impede their own sales by keeping their best asset under wraps: portfolio managers. This recent article in Ignites focuses on this strategy to win over clients and provides tips for PMs to put their best foot forward. Dan Sondhelm was featured in this article.

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Getting Your Financial Firm “Bearly” Prepared

January 12, 2020

At some point, the bad times will return. When they arrive, some asset managers will find new revenue opportunities, while others will need to go into survival mode. The smart firms will anticipate where they could end up and start preparing for the inevitable. As published on Iris.

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Are You ‘Bearly’ Prepared?

January 08, 2020

At some point, the bad times will return. When they arrive, some asset managers will find new revenue opportunities, while others will need to go into survival mode. The smart firms will anticipate where they could end up and start preparing for the inevitable. As published on Nasdaq.

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So You Haven’t Completed Your Strategic Plan for 2020

December 20, 2019

There is still time to gain control and put a strategic plan in place for what will be a pivotal year for asset managers.

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6 Strategies to Strengthen Your Digital Marketing

December 13, 2019

The results your digital marketing program delivers are only as good as the quality of your content and the relevancy of the people you’re trying to reach. As seen on Iris.

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What’s in store for wholesaling in the coming year?

December 12, 2019

As asset managers continue to do more with less, substantial changes are taking place when it comes to selling mutual funds. Dan Sondhelm commented for this story in Financial Planning Magazine.

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