July 06, 2020
Our latest report provides a revealing picture of the competitive state of active asset managers which, despite the many death notices that have been written, are very much alive and kicking. Dan Sondhelm sat down (virtually) with industry innovation guru Bill Hortz to discuss the key findings, surprises and concerns.
July 03, 2020
Asset management firms are likely to put new large-scale mergers and acquisitions on hold as uncertainty around the pandemic continues. But some boutiques may be looking for options. Dan Sondhelm was included in this article.
July 03, 2020
With digital marketing required to replace on-site interactions with allocators, asset managers are not very confident in the effectiveness of their current setup, according to a recent study by Sondhelm Partners.
July 02, 2020
In the competitive world of asset management business development a compelling and credible story closes the deal. This article was published in Advisorpedia.
June 15, 2020
Recent market turbulence has put pressure on boutique asset managers, but most companies are not ready to throw in the towel just yet, according to a recent Sondhelm Partners study. The report was featured in Fundfire.
June 11, 2020
Asset managers are grappling with how to keep their company culture in place as remote work stretches on and becomes the new normal for some. Dan Sondhelm shared his thoughts for this Fundfire article.
June 09, 2020
No one could anticipate the havoc the rapid spread of COVID-19 would wreak upon the global economy, including most asset managers. We wanted to get the pulse on how boutique asset managers are engaging clients and prospects and handling the pandemic. Our report is now available for download on Nasdaq.
June 04, 2020
The Citywire World of Boutiques virtual event will take place on July 16th, 2020. This event will offer 10 specialty managers the opportunity to present to US fund buyers. Each portfolio manager will present live to the audience and have the opportunity to answer questions. Sondhelm Partners is an Event Partner.
June 04, 2020
For today’s financial advisors, marketing means going digital. It means producing timely content and earning news coverage that will bring clients to you rather than you hunting them down one phone call at a time. US News & World Report interviewed Dan Sondhelm where he shares some of the biggest marketing challenges advisors face and how his company can help.
June 03, 2020
With on-site visits and conferences off limits for the foreseeable future, nearly all asset managers are focused on building virtual communities of clients and prospects to communicate their news and views. Many advisors and consultants are already suffering from ‘digital overload.’ In our recent webinar, we outlined five strategies firms can use to make sure their voices don‘t get lost in the digital mix. This article was picked up in Nasdaq.
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