In the News


For Asset Managers, the Profit Is in the Relationship

January 21, 2019

The economic pressure that has weighed down asset managers over the last couple of years will continue to mount in 2019, especially as the tide of market-induced asset growth subsides.

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Now Is Not The Time For Advisors To Cut Back On Their Marketing

January 16, 2019

During tough times, many financial advisors don’t always follow their own advice – to exercise patience and discipline – until the storm passes. Instead of forging ahead with their growth strategies, many look to cut marketing and communications when investors need it most. Dan Sondhelm’s latest contribution to Financial Advisor Magazine shares what advisors can do instead.

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What Does Your Online Presence Say About You?

January 15, 2019

You have an online presence, either intentionally or unintentionally, or both. Go ahead and “Google” yourself or the name of your firm. Does anything come up on the first page of search results?

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What Does Your Online Presence Say About You?

January 15, 2019

Dan Sondhelm’s first contribution for Nasdaq.com focuses on your online presence. Do you and your firm come up? If not, consider these strategies so clients, prospects and other important people can find you easily.

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2019 Will Be a Pivotal Year for Asset Managers

December 13, 2018

As the page turns on 2018, a weakening market and increasing volatility are continuing to expose the soft underbelly of the asset management industry.

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Advisors Need More Than Referrals to Grow Sustainably

December 09, 2018

RIAs must grow sustainably in order to achieve the scale needed to deploy the latest technology systems and build out a centralized infrastructure. Relying wholly or primarily on referrals is a foolhardy strategy. Assets pour in until they slow. So what’s needed for consistent growth? Dan Sondhelm’s latest Advisor Perspectives contribution got some additional play in Value Walk.

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Advisors Need More Than Referrals to Grow Sustainably

December 06, 2018

RIAs must grow sustainably in order to achieve the scale needed to deploy the latest technology systems and build out a centralized infrastructure. Relying wholly or primarily on referrals is a foolhardy strategy. Assets pour in until they slow. So what’s needed for consistent growth? Dan Sondhelm pens his latest contribution for Advisor Perspectives.

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Here’s What’s Driving Asset Manager M&A Valuations

December 05, 2018

We’ve written extensively about the challenges facing smaller asset managers and boutique mutual fund firms – the growing tide of passive investing, negative fund flows and fee pressures – making it more expensive to operate from a marketing, distribution and regulatory perspective.

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Asset Managers’ Advance into Digital Coming Up Short

November 29, 2018

As more asset managers embrace digital technologies, few are connecting the dots between technologies which results in a disjointed approach to marketing, sales and client servicing. Good news is they are making progress, according to a recent industry survey.

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Why Email Blasts Are Dead and Marketing Automation is Thriving

November 21, 2018

As the financial services world continues its slow crawl into the digital age, boutique asset management firms and mutual fund companies are facing new challenges in marketing and growing their businesses. Many firms have reached a critical juncture in their marketing efforts where they must decide between what is easy and inexpensive but no longer

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