July 07, 2021
As vaccination rates climb and asset management firms call employees back to the office, in-person conferences and events could come back in vogue. But while some sales professionals have already begun going back to in-person meetups, live panels and coffee breaks in hotel ballrooms may not feel worthwhile to all, according to recent research.
June 11, 2021
Fund firms boosted their profits during the pandemic because revenue growth outpaced that of their expenses, according to a new report. Dan Sondhelm opined why revenues increased and how they controlled costs for this article in Ignites.
June 08, 2021
Schroders is combining its private asset teams and capabilities into a new brand dubbed Schroders Capital. This will stoke collaboration across the firm’s private asset businesses and increase its visibility among the wider investment management marketplace. Dan Sondhelm opined for this Fund Intelligence article.
May 17, 2021
Most of Ivy Investments’ sales team was laid off after Macquarie Asset Management closed on its acquisition of parent company Waddell & Reed last month. How do asset managers typically handle the integration of sales teams? Dan Sondhelm opined for this Ignites article.
May 17, 2021
‘Huge opportunity’ for asset managers to improve data marketing, automation providers say. Asset managers have an opportunity to improve their data automation and free up their marketing departments to spend more time differentiating the companies, driving new business and outthinking competitors. What are the best practices? Dan Sondhelm was mentioned in this Fund Intelligence article.
May 05, 2021
The most successful asset managers have embraced Zoom for video conferencing. In this article, we’ll point out the common mistakes that asset managers are still making on Zoom calls, and how to avoid them. This article was picked up by NASDAQ.
April 27, 2021
Standard Life Aberdeen is condensing its brand name and renaming itself ‘Abrdn’ in a play for a more modern look and brand image. Analysts say the new name may be a burden for brand awareness. Dan Sondhelm opined for this Fund Intelligence article.
April 22, 2021
For next generation portfolio managers, whether 35 or 55 years old, some are feeling neglected. They “often feel like they are floating down a river without a life jacket.” They worry that their firms aren’t thinking enough about growth. Read Dan Sondhelm’s latest contribution to MFWire.com.
April 22, 2021
Quickly pivoting to adjust and apply marketing resources to fulfill changing needs for digital content and communication, virtual meetings and events, and advertising and media coverage, are essential for asset managers to engage with their audiences. Our friends at SalesPage asked several top marketing executives, including Dan Sondhelm, to share insight for this article.
April 20, 2021
Touchstone plans to reorganize the AIG mutual funds it will acquire into existing or new funds that will have lower fees. Dan Sondhelm opined for this Ignites article.
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