February 25, 2022
Russia’s Ukraine invasion sent oil prices, gas futures, and the global market swinging, causing confusion among some investors. Firms fielded calls and emails from clients, advisors, and consultants, who were wondering how their investments would fare. Many urged investors to take a long view and remain calm. Dan Sondhelm opined for this Ignites article.
February 25, 2022
Americans awoke to the news of a Russian invasion of Ukraine, and the U.S. markets fell and then recovered. In this MFWire feature, Dan Sondhelm urges investment managers to speak up on what the crisis means to markets and clients.
February 18, 2022
Asset managers are aligning their brands with iconic sports teams and players in hopes of forging closer connections to existing and potential investors. Dan Sondhelm opined as to when this strategy makes sense.
February 03, 2022
Asset managers have increased marketing output and experimented with new content formats during the pandemic, testing the ability of their compliance teams to keep up. This FundFire article is based on the latest report on the marketing technology stack published by Synthesis Technology, the Growth Strategy Group and Sondhelm Partners.
January 25, 2022
One reason why asset managers have survived the pandemic is because they’ve understood the importance of keeping their marketing lights on during the crisis, according to our recent research study, Asset Management Martech Stack Insights and Trends. Dan Sondhelm and Synthesis’ Emilie Totten co-wrote this article featured in MFWire.
January 25, 2022
Phaedra Perkins lays out the top 2 barriers to success on LinkedIn and strategies for overcoming them for asset management and investment firms. She also threw in a little lagniappe (Cajun for “a little something extra”) about #SEO!
January 10, 2022
A merger opportunity often looks great on paper. Each side has its unique strengths which, when combined, could produce a competitive asset management powerhouse. But balance sheets, track records, compensation comparisons and valuations only tell part of the story. A transaction that looks awesome to those in the C-suite could be disastrous if it results in the loss of your most important assets – your key personnel. Here are a few “red flags” you may need to think about, as published in Advisorpedia.
January 10, 2022
Overall, investors piled $175 billion into active mutual funds during the year. Asset managers with quality products, strong distribution and dominant brands saw the most interest. Dan Sondhelm opined for this Ignites article.
November 22, 2021
If you were too busy putting out fires instead of the mid-year distribution review, don’t worry. You still have time to kick start the year with a sound strategic plan to create or improve your growth strategy for the new year. Here’s what you need to focus on to get that done. Advisorpedia picked up Dan Sondhelm’s recent article.
November 19, 2021
Fidelity has turned to social media to make its new sustainability chief into a green influencer. Dan Sondhelm commented for the Ignites article.
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