In the News

AI Ups Game for Sales and Distribution Teams

April 12, 2024

Explore how AI is revolutionizing efficiency and personalization to attract and retain investors. Dan Sondhelm offered insights for the article.

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Automation Takes the Wheel in Marketing Race

April 09, 2024

Growing competitive pressure to produce high-quality fact sheets, monthly reports, pitch books and other investment content is pushing asset managers to automate more of their marketing processes. Dan Sondhelm opined for this article.

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Aurora Investment Counsel Wins Best Investment Website Award in 2024 Internet Advertising Competition

April 05, 2024

Aurora Investment Counsel’s website, developed by Sondhelm Partners, has been recognized as the best in the industry by the 2024 Internet Advertising Competition. Learn more about this outstanding achievement.

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Dan Sondhelm to Judge With Intelligence Mutual Fund & ETF Awards 2024

April 03, 2024

The highly respected competition is now open for entries, with a deadline of April 19, 2024. Learn more about this prestigious competition.

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Sondhelm Partners Shortlisted for Hedgeweek’s Best Third-Party Marketing Firm Category

March 27, 2024

Sondhelm Partners has been nominated for Best Third-Party Marketing Firm at the Hedgeweek US Emerging Manager Awards 2024. Show your support by voting before April 26th.

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Fake Vanguard Campaign Puts Smaller Shops at Risk for Tarnished Brands

March 15, 2024

Hoax campaign targets Vanguard, but smaller fund firms may be at greater risk. Dan Sondhelm explained how strong reputations can buffer companies against reputational damage in such situations.

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Active Mutual Fund Managers: Your Days Could Be Numbered?

March 13, 2024

A provocative PwC report predicts that by 2030, up to 20% of active mutual fund boutiques could vanish, overwhelmed by market pressures and the surge of low-cost ETFs and index funds. How can smaller firms protect themselves and thrive in this challenging environment? Find out in Dan Sondhelm’s recent contribution for NASDAQ.

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Investment Employees Not Safe from Layoffs in 2023: Report

March 08, 2024

A new Morningstar report says asset managers are laying off portfolio managers amid industry challenges. Dan Sondhelm shares insights on the reasons behind the layoffs and their impact on the industry.

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Beyond the Bonus: How Firms Reward Employee Performance

March 06, 2024

Fund firms have found various ways to reward workers beyond monetarily. Dan Sondhelm opined for this Ignites article.

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As ETF Flows Climb, DFA Revamps Investor Website

February 26, 2024

As its ETF assets boom, Dimensional Fund Advisors debuts a refreshed website for individuals, walking a fine line to retain loyalty among advisors. Dan Sondhelm opined for the Ignites article.

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