April 20, 2021
The most successful asset managers have embraced Zoom for video conferencing. We’ll point out the common mistakes that asset managers are still making on Zoom calls, and how to avoid them.
April 20, 2021
Blackrock’s assets under management hit $9 trillion in the quarter, another milestone in the long growth trajectory of the world’s largest money manager. Dan Sondhelm commented for this article in Pension’s and Investments.
April 14, 2021
The Web Marketing Association recognizes an asset manager and Sondhelm Partners for Best Investment and Mutual Fund Websites.
April 09, 2021
Asset managers looking to elevate their firm’s brand and credibility should consider reevaluating their media relations strategy to maximize potential for visibility and AUM growth. Milin Iyer’s article was recently published in Advisorpedia.
April 08, 2021
The Web Marketing Association recently awarded two F/m Acceleration websites as “Best Investment Website” and “Best Mutual Fund Website” in the 2021 Internet Advertising Competition (IAC) Awards. Sondhelm Partners is proud to have developed the websites.
March 19, 2021
Global fund group pushes sports-related innovation during first year of NCAA partnership. Dan Sondhelm shared his insight for this Fund Intelligence article.
March 15, 2021
As an asset manager, if you aren’t committed to producing timely content, your sales team is likely working harder than they have to. I spoke with Emilie Totten at Synthesis Technology about the trends.
March 15, 2021
Asset managers are thinking about the next generation of investment professionals to ensure a smooth transition when key portfolio managers opt to retire or leave the firm. Dan Sondhelm shared his insights for this FundFire article.
February 04, 2021
Asset management shops joining forces through mergers and acquisitions must reckon with an identity question: whether to dump, maintain or alter the combined firms’ legacy branding. Dan Sondhelm was included in this FundFire article.
February 04, 2021
Sondhelm Partners is pleased to announce that Dan Sondhelm will speak at the ICI Small Funds Sales & Marketing Roundtable, “How boutique asset managers are adjusting to covid-19.” Dan will discuss how boutique asset managers have rebounded from COVID, client engagement strategies, product development and mergers and acquisition trends. The webinar will be held February 11, 2021 at 2:00 pm ET.
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