In the News


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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Delta Variant Scrambles Return-to-Office Planning

August 09, 2021

For many asset managers, Labor Day was supposed to mark the end of full-time remote work. But that may not be the case. Dan Sondhelm opined for this article in Ignites.

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Why This Bank Dealmaker Decided Less Control Was More

August 06, 2021

Minority investor models allow both sides of a transaction to have skin in the game. Dan Sondhelm opined for this American Banker article.

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It’s Academic: Research Offers Exposure to Managers

August 05, 2021

Producing academic research papers provides a unique opportunity for exposure and feedback for emerging managers, however, the resources and time needed to allocate to the managers can be a significant hurdle for smaller managers, according to experts on the topic. Dan Sondhelm opined for this in-depth article.

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Natixis Combines Customized Portfolio Arms Under Single Brand

August 05, 2021

The move comes as large rivals ramp up their expertise in direct indexing and SMAs. Dan Sondhelm discussed why this is important in this Traditional Fund Intelligence article.

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The Fund Shop Jobs in Big Demand During the Pandemic

August 05, 2021

Demand for certain types of professionals has surged since the pandemic began and has only intensified in recent months, according to industry consultants and executive recruiters. Dan Sondhelm opined for this Ignites article.

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In Regards to SEO, is Everything Link Building?

August 04, 2021

How do you get Google to pay attention to your website? One overlooked strategy is getting more reputable websites to link to yours. Dan Sondhelm opined on its importance for this survey.

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Janus Henderson Sets First D&I Targets

August 03, 2021

Firm focusing on increasing diversity of its senior managers and interns. Dan Sondhelm commented for this Traditional Fund Intelligence article.

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