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.
June 07, 2022
Personalization, data and brand awareness is crucial to weathering the storm. Dan Sondhelm opined for this Ignites article.
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.
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.
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.
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.
April 06, 2022
LinkedIn is the top social media platform for asset managers. But being on LinkedIn isn’t the same as using it well. Sondhelm Partners’ Phaedra Perkins sat down with Synthesis Technology’s Emilie Totten to discuss the top barriers to LinkedIn success and strategies to overcome them. She also threw in a little lagniappe (Cajun for “a little something extra”) about SEO! This video was picked up by Third Party Marketer’s newsletter.
April 05, 2022
The Web Marketing Association recently awarded Liberty Street Funds with the “Best Mutual Fund Website” in the 2022 Internet Advertising Competition. Sondhelm Partners is proud to have developed the websites.
April 01, 2022
Charles Schwab is planning to roll out its direct indexing platform in late April, the latest in a line of asset managers to offer more personalized investing solutions to clients. Dan Sondhelm opined for this Traditional Fund Intelligence article.
March 28, 2022
PIMCO’s addition will focus on family offices and nonprofits, growing areas of interest for many larger firms. Dan Sondhelm opined for this Traditional Fund Intelligence article.
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