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.
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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.
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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.
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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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November 09,
2021
Dan Sondhelm collaborated with UMB Fund Services on a webinar focusing on growth strategies for asset managers. With other industry leaders, Dan moderated a conversation on managing growth as we come out of the pandemic including M&A, subadvisory, digital marketing, and public relations.
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November 01,
2021
Normally this financial advisor trashes product-and-performance-pushing cold emails, but he acted on this one because it demonstrates the wholesaler’s willingness to spend time to research both the firm and his background. Dan Sondhelm’s article was picked up by Advisorpedia
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November 01,
2021
Often, it is the little things that go a long way – not only in life, but in the asset management industry. Industry professionals say simply taking a few minutes out of your day to send an e-mail can bring a significant return to managers. Dan Sondhelm opined for this FIN News article.
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October 27,
2021
Investor demand for emerging hedge fund managers has gotten a boost from high returns across the industry this year, following a difficult stretch during the pandemic when many allocators retreated to established relationships and pulled back on due diligence of new strategies. Dan Sondhelm opined for this FundFire article.
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October 26,
2021
Over the past few months, I’ve received several “cold swag” gifts – boxes of delicious cookies and a pound of gourmet coffee. Then these vendors barraged me with follow up emails. I wonder whether the return on investment of these cold-swag campaigns justifies their costs. And under what situations should they be used? Dan Sondhelm’s recent article was picked up in Advisorpedia.
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October 26,
2021
Investing in tactics can help, but your firm will be better off by encouraging greater flexibility and participation among those who can play a more effective role in delivering your message to the marketplace. Here are four suggestions to start this process. Dan Sondhelm’s recent article was picked up in Advisorpedia.
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