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.
February 02, 2021
With everyone “going digital” with their content and events, it’s going to be harder than ever to rise above the noise. Asset managers should avoid these three things if they want to differentiate and gain assets in the coming year. Dan Sondhelm was included in this article.
January 29, 2021
Top marketers share firms’ priorities. Dan Sondhelm opined for this Fund Intelligence article
January 22, 2021
John Hancock Investment Management has reorganized its sales team leadership, adding two new distribution roles. Dan Sondhelm opined for Ignites as to the timing of the change and why digital and value-added services will be part of the mix.
December 24, 2020
2020 was a challenging year for all, but many boutique asset managers not only survived but thrived. Dan Sondhelm commented on some recent trends including subadvisory for this Fund Intelligence article.
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