March 04,
2022
Foreign boutique and name-brand asset managers want to offer their expertise and products to U.S. investors. The AUM potential is strong. The biggest challenge is determining the best way to establish their U.S. presence and build awareness and traction among investors and financial advisors. If your firm is thinking about setting up shop in the U.S., here are six key issues you need to consider before you make your move, as published in Advisorpedia.
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March 03,
2022
Asset managers have taken a variety of approaches to addressing Russia’s escalating war on Ukraine, ranging from sending out market-focused commentary to taking an explicit stance. Dan Sondhelm opined for this FundFire article.
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March 01,
2022
Some investment managers have been communicating their thoughts on the invasion, sanctions and what it means for investors. Dan Sondhelm opined for this Traditional Fund Intelligence article.
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February 28,
2022
Some Western companies severed their ties with Russia, and others studied whether and how to do so, as President Vladimir Putin’s invasion of Ukraine triggered sanctions and pressure to abandon some business dealings. Dan Sondhelm opined for this Reuters article.
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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.
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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.
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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.
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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.
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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.
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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!
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