In the News


Will low fees kill off robo advisers?

December 14, 2016

The entrance of another low-cost digital advice offering from Schwab demonstrates a peril for any provider trying to eke out a position in the digital wealth management market: offering advice cheaply isn’t going to be enough to stay competitive. Dan Sondhelm and other industry pros weigh in on the future of robo advisors.

Read More


What Asset Managers Expect in the Year Ahead

December 12, 2016

Asset managers prepare for 2017 with an overhaul to the current regulatory landscape, the further proliferation of fintech as well as advancements in alternative product development. Managers are also keeping a close watch on policies from incoming President-elect Donald Trump. Dan Sondhelm, and other industry pros, share their predictions for 2017. Sondhelm says the mutual fund industry is likely to see more M&A moves, such as adoptions, in the year ahead.

Read More


Asset Managers: It’s Time to Rethink Your Distribution Strategy for 2017

November 12, 2016

Some asset managers get into the mutual fund business to provide a pooled investment vehicle for smaller accounts or because a few existing clients asked for it. But many mutual fund firms want to grow beyond their existing client base. Dan Sondhelm offers his insight on where you should start.

Read More


MFEA Marketing Council Survey

October 20, 2016

What’s working in mutual fund distribution, marketing, and public relations? Where are funds competent? Where are the strategic challenges? The MFEA (Mutual Fund Education Alliance) and Sondhelm Partners recently surveyed MFEA members on their thoughts in a 2016 MFEA Marketing Council Survey “Identifying Gaps in Distribution.” Dan Sondhelm presented and led a discussion at the MFEA Marketing Council meeting in Chicago. You may be surprised by the findings.

Read More


MFEA STARs Gather in Chitown as MMIers Gather in Beantown

October 18, 2016

Mutual fund industry marketers are converging on Chitown today for the Mutual Fund Education Alliance’s Marketing Council event. Sondhelm Partners is thrilled to be the sponsor.

Read More


Is there an election year boost for robo advisers for women?

October 05, 2016

With high-profile women in the spotlight this election season, there’s a change in attitudes and politics that female-focused investing and entrepreneurs can build upon. Sally Krawcheck launched a female-centric robo adviser that has been built and run by women. Will that niche be enough to compete with the bigger firms? Dan Sondhelm among others comment on the story.

Read More


How to Be a Thought Leader in the Digital Era

July 25, 2016

Thought leadership is a method of creating a stand-out brand that clients and prospects are drawn to, and one in which other advisors want to take part. The continued growth of the financial advisor community coupled with ease of access to information through digital channels makes becoming a thought leader a critical aspect of your success. Dan Sondhelm shares how to become more influential with your target audience in this recent contribution.

Read More


Communication Plan Vital for Major Market Events

July 11, 2016

Emerging asset management firms should use significant market events to stay in front of current and potential clients through a well-planned and executed communications strategy. Dan Sondhelm and Kasina’s Mike Cogburn share their insight.

Read More


The Financial Industry’s Seismic Transformation Will Continue

July 07, 2016

While I was setting up office space for my new marketing firm, Sondhelm Partners, I had the opportunity to go through boxes of material from the many investment companies with whom I have worked over the past 20 years as a marketing strategist. This trip down memory lane made me stop and consider how technology, the popularity of defined contribution plans, increased competition from ETFs, and index funds and the decentralization of the intermediary market have transformed the way fund companies market and sell their products to investors and advisors.

Read More


The Industry’s Seismic Transformation Will Continue

June 28, 2016

Technology, the popularity of defined contribution plans, increased competition from passive strategies and the decentralization of the intermediary market have transformed the way fund companies market and sell their products to investors and advisors. It’s not a stretch to say that the industry has and will continue to undergo seismic changes.

Read More