May 05,
2020
With passively managed funds dominating inflows over the past decade, market prognosticators said it would take a bear market to convince investors to reconsider actively managed funds again. Well, advisors and institutions may be more willing to listen to your success story. Our recent webinar explained how boutique firms can position their active management success stories front and center among their clients and prospects, even in a work-at-home world. This article was picked up by Nasdaq.
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May 01,
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… Read more »
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April 28,
2020
Our recent webinar for top journalists resulted in another feature news article for clients. This time, three portfolio managers shared how they are handling investing during the COVID-19 pandemic. Thank you TEXPERS Pension Observer for the in-depth article. Read PDF.
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April 27,
2020
The Foundation for Financial Planning acts as the national engine for pro bono financial planning. They have programs in place to support low and moderate income Americans who are being affected by the COVID-19 pandemic.
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April 14,
2020
Referral Rock asked 107 marketing experts their opinion on word of mouth marketing. Dan Sondhelm was included in this article.
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April 13,
2020
Fund arm of Munich-based insurer takes final step of years-long brand consolidation of acquired businesses in effort to avoid confusion. Dan Sondhelm commented on the importance of brand consolidation for this Fund Intelligence article.
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April 10,
2020
Leading recordkeepers, insurers launch websites, video campaigns and more as coronavirus measures limit face-to-face interaction further. Dan Sondhelm was included in this Fund Intelligence article.
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April 08,
2020
Active management had a not-so-great year in 2019, with U.S. equity managers, in particular, failing to beat their respective benchmarks, according to new research by Wilshire. Now that volatility is back, induced by the global coronavirus pandemic, the pressure is on for active managers to prove their worth. Dan Sondhelm commented for this FundFire article.
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April 06,
2020
The twin slams of the spread of the Coronavirus and the first bear market in a decade have created the most challenging environment for asset managers since the Great Recession. How are firms handling the pandemic and their clients? Very well, so far. This story was featured in Nasdaq.
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April 01,
2020
Because market volatility may continue for some time, active managers with a proper strategy will be well-positioned to retain clients and have a better opportunity to capture more assets when the market recovers. Dan Sondhelm shared his thoughts with Synthesis’ Emilie Totten for this article in Money Management Executive.
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