PGIM Joins Direct Indexing Rush with Green Harvest Buy
October 20, 2021
Deal the latest in a flurry of acquisitions across the industry. Dan Sondhelm opined for this Traditional Fund Intelligence article.
In the News
12 Ways to Strengthen Your Asset Management and Mutual Fund Website
October 19, 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 3PM.
Dan Sondhelm to Speak at Ultimus M&A Webinar for Asset Managers
October 19, 2021
Sondhelm Partners collaborated with Ultimus Fund Solutions on a webinar entitled, “Growing strategically through mergers, fund acquisitions, subadvisory and lift outs.” Dan Sondhelm discussed why asset managers have embraced this growth strategy and the current trends to help you be part of stronger opportunities. This webinar was exclusively for clients of Ultimus Fund Solutions.
Augmented Reality, Quizzes: Managers Stretch Limits of Content Development
October 13, 2021
Asset managers are increasingly depending on content to engage with institutional investors, and some are experimenting with new formats and mediums to communicate. Dan Sondhelm opined for this FundFire article.
What Asset Managers Can Learn from Winning Hires
October 12, 2021
Who would you hire – a person who said they “made cold calls” or “generated $10m in production through cold calls.” The answer is obvious. Use these strategies to upgrade your firm’s story around results, not just process. Dan Sondhelm’s recent article was picked-up in NASDAQ.
How Content Marketing Changes the Game for Asset Managers
October 12, 2021
In their struggle for visibility and engagement, asset managers are beginning to realize there is very little to differentiate themselves, which is why an increasing number of firms are turning their focus to timely content. Dan Sondhelm’s article was picked up in Advisorpedia.
JP Morgan Asset Mgmt Creates Content Group to Target Inst’l Investors
October 06, 2021
Some asset managers are “doubling down” on their commitment to research, insights, and timely content that examines the issues that matter most to institutional investors. From a business perspective, why does content matter? Dan Sondhelm opined for this FundFire article.
Is Your Asset Management Firm Practicing Sales Prevention?
September 28, 2021
Sales are the lifeblood of asset managers. Why then do many firms actually prevent sales from happening? Granted, it may not be an overt or conscious effort, but many firms are actively impeding their own sales efforts. Dan Sondhelm’s article was picked up in Advisorpedia.
Are TradFi and Crypto Set for an M&A Explosion?
September 28, 2021
The worlds of crypto and traditional finance are set to collide, and mergers and acquisitions will play a key role, according to industry watchers. Dan Sondhelm opined for this Blockworks article.
9 Easy Steps to Develop Your Strategic Plan in 30 Days
September 27, 2021
If you have been too busy being reactive to focus on your distribution strategy for 2021, don’t worry, there is still time to kick start the year with a sound growth strategy. Here are 9 things you need to focus on to get it done. Dan Sondhelm’s article was picked up on 3PM blog.
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