October 15, 2018
It is not uncommon for asset managers to view these three functions as separate and distinct units with entirely different missions and goals.
September 21, 2018
A well-conceived public relations strategy can fuel asset growth and retention by increasing a firm’s visibility, credibility, and brand with investors. However, many firms perform their own version of public relations, which sometimes doesn’t deliver the expected impact. What mistakes do PR pros make the most? Dan Sondhelm shared his insight with MFWire.com.
September 20, 2018
There is little doubt that the mega-trends of the last several years have thrust the investment management industry into a period of transformative change. While still buttressed by a strong tailwind of asset-price inflation, investment management firms are facing increasing risks as the relentless downward fee pressure and passive flow migration threatens revenues and profits and, for some firms, their very existence.
September 10, 2018
Economists often say “There is no such thing as a free lunch.” But Fidelity now offers free funds. Dan Sondhelm, one of several industry observers, commented on the move.
September 05, 2018
Sondhelm Partners is pleased to announce that Dan Sondhelm will participate in a panel discussion at the Celera Systems SalesStation Client Conference in Milwaukee, WI on September 27, 2018. The panel will discuss how PR and communications can be used to grow and retain assets and will offer strategies for success. Sondhelm Partners is also a proud sponsor of the event.
September 01, 2018
The play to out-Vanguard Vanguard gets stony response from competitors but analysts, including Dan Sondhelm, say Fidelity may actually be a quick study in the freemium game.
August 31, 2018
A rising trend: financial advisors angling for clients based on their demographic and personal traits such as clients’ age and generation, gender, sexual preference, marital status, religion and/or activities. Dan Sondhelm commented for the article.