In the News


Fake Vanguard Campaign Puts Smaller Shops at Risk for Tarnished Brands

March 15, 2024

Hoax campaign targets Vanguard, but smaller fund firms may be at greater risk. Dan Sondhelm explained how strong reputations can buffer companies against reputational damage in such situations.

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Active Mutual Fund Managers: Your Days Could Be Numbered?

March 13, 2024

A provocative PwC report predicts that by 2030, up to 20% of active mutual fund boutiques could vanish, overwhelmed by market pressures and the surge of low-cost ETFs and index funds. How can smaller firms protect themselves and thrive in this challenging environment? Find out in Dan Sondhelm’s recent contribution for NASDAQ.

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Investment Employees Not Safe from Layoffs in 2023: Report

March 08, 2024

A new Morningstar report says asset managers are laying off portfolio managers amid industry challenges. Dan Sondhelm shares insights on the reasons behind the layoffs and their impact on the industry.

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Beyond the Bonus: How Firms Reward Employee Performance

March 06, 2024

Fund firms have found various ways to reward workers beyond monetarily. Dan Sondhelm opined for this Ignites article.

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As ETF Flows Climb, DFA Revamps Investor Website

February 26, 2024

As its ETF assets boom, Dimensional Fund Advisors debuts a refreshed website for individuals, walking a fine line to retain loyalty among advisors. Dan Sondhelm opined for the Ignites article.

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WisdomTree Teases Prime Ad Ahead of National Launch

February 13, 2024

WisdomTree is ramping up marketing efforts for its WisdomTree Prime digital wallet ahead of a national rollout. The blockchain-based platform presents an opportunity for WisdomTree to expand beyond investments. Dan Sondhelm opined for this article in Ignites.

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Voya’s New Ads Use Twins to Promote Investing Message

January 31, 2024

Voya launches lighthearted twin-centric ad campaign promoting workplace benefits and retirement savings tools with upbeat, entertainment-focused messaging. Dan Sondhelm opined for this Ignites article.

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Sales And Marketing Need An Integrated Strategy

January 11, 2024

Boutique asset managers: Are siloed sales and marketing teams hurting your messaging and investor engagement? Dan Sondhelm sat down with Bill Hortz of the Institute for Innovation Development to discuss strategies to improve collaboration between these groups for Financial Advisor Magazine

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Stand Out or Get Lost: Bold Growth Strategies

December 18, 2023

In a recent conversation with Institutional Asset Manager, Dan Sondhelm discussed how equipping sales teams for success through targeted content, digital communications, public relations efforts, and actionable data can increase sales team productivity and empower investor conversations.

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Navigating the Hurdles of Raising Capital for Hedge Funds

December 15, 2023

Navigating the persistent hurdles of raising capital remains an uphill battle for most hedge funds. Dan Sondhelm sat down with Hedgeweek to discuss strategic solutions to secure investments and expand assets.

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