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.
In the News
Business Travel Poised for a Comeback—if the Delta Variant Doesn’t Get in the Way
July 21, 2021
After more than a year of endless zoom meetings, we could be nearing a resurgence of business travel this fall. Dan Sondhelm opined for this article in Fortune.
Vanguard Joins Direct Indexing Rush with Just Invest Buy
July 14, 2021
This deal is the latest in a string of acquisitions across the industry. Dan Sondhelm commented in this Fund Intelligence article.
Conference Comeback: If You Organize it, Will They Come?
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.
Pandemic or Not, Shops Increased Profits in 2020
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.
Schroders rolls out new brand with private asset focus
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.
50 Ivy Wholesalers Cut After Macquarie Buy
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.
Automation Key as Fund Firms Seek to Boost Digital Content
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.
The Zoom Mistakes That Are Still Holding Back Asset Managers
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.
Abrdn disem-vowels with rebrand
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.
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