In the News


Sondhelm Partners Wins Best Placement Agent Award, Shortlisted for Two More at Institutional Asset Manager 2023 Awards

December 01, 2023

Industry peers recognize our achievements in connecting boutique asset managers to investors through integrated capital-raising and brand-building efforts.

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Asset Managers Relax Hybrid Office Policies for the Holidays

November 14, 2023

Asset managers have ramped up the number of days employees must enter the office. But, some company executives are relaxing those in-office policies to allow employees to work remotely for the holiday season. Dan Sondhelm opined on the trend for Ignites.

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At Fidelity, AI Provides Extra Eyes to Spot Red Flags

October 31, 2023

The artificial intelligence application Saifr uses natural language processing to help portfolio managers, sales, and other staff review public-facing communication. Dan Sondhelm opined on how asset managers are using AI for this Chief Investment Officer article.

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Sondhelm Partners Continues Winning Streak at Hedgeweek US Awards 2023

October 30, 2023

We are excited to announce that Sondhelm Partners has been honored at the Hedgeweek US Awards 2023. We retained our title as the Best Third-Party Marketing Firm and secured third place in the Best PR & Marketing Firm category.

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Sondhelm Partners Shortlisted for Three Categories at Chandler Publishing’s Institutional Asset Manager 2023 Awards

October 04, 2023

Exciting news! Sondhelm Partners is shortlisted in three brand building and capital raising categories at Chandler Publishing’s 2023 Institutional Asset Manager Awards. Your vote can make a difference. Cast it now!

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Replay Now Available for GAMMA Webinar on AI Trends for Asset Managers

September 27, 2023

Did you miss the live GAMMA webinar on AI trends shaping the asset management industry? Don’t worry; the full replay is now available for viewing. The session features insights from Daniel Satchkov of RiXtrema and is moderated by Dan Sondhelm. The webinar dissects the latest advancements in AI technology, its role in asset management, and… Read more »

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Sondhelm Partners Spearheads Award-Winning Website for Lawson Kroeker Investment Management

September 20, 2023

Sondhelm Partners collaborated on another award-winning website. This time, Lawson Kroeker Investment Management won the “Best Mutual Fund Website” award for its emphasis on timely content and education. Uncover the story behind this accolade. 

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Expanding Your Mindset and Approach for Financial Marketing

September 12, 2023

In an interview with Bill Hortz, Founder of the Institute for Innovative Development, for NASDAQ, Dan Sondhelm unpacks “Virtual Distribution,” a transformative strategy for fine-tuning marketing channels to amplify AUM growth, navigate the noise, and achieve results.

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Shops Aim to Help Staffers Balance Hybrid Work, Child Care

August 29, 2023

Some companies offer free backup care, while others offer flexible working policies during holidays and the summer. Dan Sondhelm opined on the trends.

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Sondhelm Partners Shortlisted for Two Hedgeweek US Awards 2023

July 25, 2023

Sondhelm Partners has been nominated in two categories at the Hedgeweek US Awards 2023. We are in the running for the Best PR & Marketing Firm and Best Third-Party Marketing Firm.

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