AXS Partners with Canadian Research Firm for ‘TopGun’ ETF
July 27, 2022
The collaboration brings a foreign manager’s strategy to US financial advisors. Dan Sondhelm opined for this Traditional Fund Intelligence article.
In the News
Pandemic Weatherproofed Marketing Pros But Not Their Budgets
July 27, 2022
The shift to digital marketing, accelerated by the pandemic, has made marketing teams more valuable than ever for asset managers navigating choppy waters. Dan Sondhelm opined for this Ignites article.
What Should Investment Managers Do Now to Prepare for a Recession? 6 Industry Gurus Have the Answers
July 26, 2022
Is the U.S. headed for a recession? When one hits, some boutique investment managers will be hit hard, and others will be well positioned to thrive. Now is the time to make the essential adjustments to business practices to keep your firm in the game so it can come out strong on the other end. We assembled a team of industry gurus who have weathered past recessions to share their insights on what boutique investment managers should be thinking about and doing right now to prepare for a recession. This article was published in NASDAQ.
Abrdn Ups Bet on Passive Hedge Fund Investing
July 13, 2022
Abrdn is diving deeper into the world of passive investing, launching a platform that will give investors passive exposure to hedge funds through a suite of strategies. Dan Sondhelm opined on the potential for AUM growth for FundFire.
Inside Atlantic Union’s Decision to Sell its Profitable RIA Unit
June 28, 2022
At first glance, Atlantic Union Bankshares’ decision this month to sell its registered investment advisor subsidiary looks like something of a head-scratcher. But it actually makes a lot of sense. Its all about focus. Dan Sondhelm opined for this American Banker article.
Marketing Teams Shine Amid Rocky Markets
June 07, 2022
Personalization, data and brand awareness is crucial to weathering the storm. Dan Sondhelm opined for this Ignites article.
A Small Fund Manager is Generating ETF Revenues That Rival Vanguard’s
June 07, 2022
Investors appear not to mind the sky-high fees — or its executives’ incendiary tweets on BLM protests, gun violence, and more. Dan Sondhelm opined on this firm’s successes and liabilities for Insider.
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.
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.
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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