In the News


12 Ways to Strengthen Your Asset Management and Mutual Fund Websites

September 01, 2021

How can you tell whether your website is helping or hindering your efforts? A good way to start is to evaluate its effectiveness by candidly answering 12 key diagnostic questions. This article was published in Advisorpedia.

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Aberdeen, Bridgewater, BlackRock Tops in Brand Clout: Report

September 01, 2021

Brand awareness and reputation have become critically important for alternatives and hedge funds looking to differentiate themselves and impact asset owners’ allocation decisions, according to a new eVestment report. Dan Sondhelm opined for this FundFire article.

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Top Ideas for Client Events and How to Make Them Great

August 31, 2021

A robust and varied slate of events can help you stand out from the advisor crowd and burnish your image as a partner who understands client needs. Dan Sondhelm opined for this Capital Group Pro article.

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Sondhelm Partners is Proud to Support the Wounded Warrior Project

August 27, 2021

The WWP mission is to honor and empower Wounded Warriors who incurred a physical or mental injury, illnesses, or wound following military service.

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Sondhelm Partners is Proud to Support the U.S. Olympic & Paralympic Foundation

August 27, 2021

The USOPC is focused on protecting, supporting and empowering America’s athletes, and is responsible for fielding U.S. teams for the Olympic, Paralympic, and Youth Olympic.

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Sierra IM Hires ex-TD Head as Part of Growth Push

August 26, 2021

Skip Schweiss sets his sights on expanding product line-ups and manager alliances. Dan Sondhelm commented for this article.

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Jupiter Taps Janus Institutional Head to Lead US Efforts

August 20, 2021

London-based firm plans to open New York office and grow NZS Capital relationship. Dan Sondhelm opined for the Fund Intelligence article.

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9 Easy Steps to Develop Your Strategic Plan in 30 Days

August 19, 2021

If you were too busy dealing with the day-to-day minutiae and 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 improve your growth strategy for the new year. Dan Sondhelm penned this guest blog for Synthesis Technology.

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5 Things You Should Do To Become a Thought Leader

August 17, 2021

“Thought leader” is a term conferred upon you by others who view you as an authority or visionary. It’s not just about blogging. Dan Sondhelm interviewed with Yitzi Weiner of Authority Magazine for this article.

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New Business Opportunities for Boutique Asset Managers

August 12, 2021

The largest asset managers aren’t the only ones partnering with other asset managers for growth. Boutique asset managers are doing it too, through acquisitions, fund adoptions and subadvisory. Dan Sondhelm sat down with Bill Hortz of the Institute for Innovation Development to discuss the trends for this NASDAQ article.

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