Sondhelm Partners Shortlisted for 2026 Mutual Fund & ETF Awards
February 11, 2026
Sondhelm Partners has been shortlisted for the 2026 Mutual Fund & ETF Awards in the PR Campaign of the Year category for our work with KraneShares.
In the News
Sondhelm Partners CEO Selected as Judge for Private Asset Management Awards
February 05, 2026
Dan Sondhelm has been selected as a judge for the Private Asset Management Awards (PAM) 2026, presented by With Intelligence. Fin out more.
Dan Sondhelm to Judge With Intelligence Mutual Fund & ETF Awards 2026
January 27, 2026
Dan Sondhelm, CEO of Sondhelm Partners, has been invited to judge the With Intelligence Mutual Fund & ETF Awards 2026 for the third consecutive year.
Deal propels Virginia’s Burke & Herbert into Pennsylvania
December 22, 2025
Burke & Herbert’s second acquisition in three years pushes the Virginia bank past $11 billion in assets. Dan Sondhelm calls it “a straightforward play for scale and expanded footprint.” Find out more.
Barclays Tipped to Bid for Evelyn Partners – Experts Weigh In
December 10, 2025
A possible Barclays move for Evelyn Partners is stirring the wealth world and raising questions about what comes next for firms chasing scale. Dan Sondhelm opined in the piece.
Neuberger to Drop ‘Berman’ from 18 Funds
December 08, 2025
Neuberger Berman drops “Berman” from 18 funds. When does brand simplification work for asset managers? The move signals confidence in name recognition after 85 years.
Sondhelm Partners Wins Two Awards at 2025 Institutional Asset Manager Service Provider Awards
December 06, 2025
Back-to-back wins don’t happen by accident. Here’s what three years of awards taught us about helping boutique managers stand out in a crowded market.
A Massachusetts Mutual Bank Moves Into Private Banking
December 02, 2025
Salem Five Cent Savings Bank is expanding into private banking after 170 years. Dan Sondhelm shares insight on the opportunities, risks, and what to watch as they scale.
Managers Prep ‘SWAT Teams’ for Race to Publish Timely House Views
November 26, 2025
Speed matters when markets move. Asset managers are building rapid-response teams to publish house views faster without tripping compliance. Michael Kuczkowski shared insight for FundFire’s article on this shift.
Guinness Atkinson to Rebrand ETF Suite
November 19, 2025
A boutique ETF suite ditches its separate brand to reunite with its parent company name just as three new ETFs prepare to launch. The timing reveals a bigger shift. Dan Sondhelm weighs in on this topic in Ignites.
Connect
