January 16, 2020
Rising passive inflows, fee compression, increasing regulation, and platform rationalization continue to threaten the survival of boutique firms. As these trends come more sharply into focus, 2020 will be a pivotal year in which firms either get ahead of them or continue their slide into oblivion. As published in Advisorpedia.
January 15, 2020
Shops often impede their own sales by keeping their best asset under wraps: portfolio managers. This recent article in Ignites focuses on this strategy to win over clients and provides tips for PMs to put their best foot forward. Dan Sondhelm was featured in this article.
January 12, 2020
At some point, the bad times will return. When they arrive, some asset managers will find new revenue opportunities, while others will need to go into survival mode. The smart firms will anticipate where they could end up and start preparing for the inevitable. As published on Advisorpedia.
January 08, 2020
At some point, the bad times will return. When they arrive, some asset managers will find new revenue opportunities, while others will need to go into survival mode. The smart firms will anticipate where they could end up and start preparing for the inevitable. As published on Nasdaq.
December 20, 2019
There is still time to gain control and put a strategic plan in place for what will be a pivotal year for asset managers.
December 13, 2019
The results your digital marketing program delivers are only as good as the quality of your content and the relevancy of the people you’re trying to reach. As seen on Advisorpedia.
December 12, 2019
As asset managers continue to do more with less, substantial changes are taking place when it comes to selling mutual funds. Dan Sondhelm commented for this story in Financial Planning Magazine.
December 11, 2019
Sales are so important, yet many firms actually practice sales prevention. Here are the ways and what they can do instead. As published on Nasdaq.
December 06, 2019
While Grenier, who currently serves as global head of asset management for Fidelity International Limited, lacks the technology background of his predecessor, the asset management division is likely to continue to prioritize tech capabilities. Dan Sondhelm commented for this FUNDfire story.
November 19, 2019
The second webinar in Tech Tools series highlights tools to build targeted lists, uncover advisors who are generating significant inflows to your funds and find firms that are most likely to use your products.
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