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.
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.
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