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.
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.
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.
August 26, 2021
Skip Schweiss sets his sights on expanding product line-ups and manager alliances. Dan Sondhelm commented for this article.
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.
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.
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.
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.
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.
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.
Connect
