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.
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.
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.
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.
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.
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.
November 06, 2025
Fund shops are bypassing advisors entirely, going straight to retail investors through TikTok campaigns and podcast hosts who can make their products go viral. Dan Sondhelm offers expertise in Ignites.
October 26, 2025
Frontier drops its name for parent company Magellan Financial Group as it expands in North America. Dan Sondhelm shares his take on the move for Ignites.
October 13, 2025
State Street filed for five new high-yield bond ETFs without its signature SPDR brand, creating “smart positioning opportunities” for distinct brand identities, Dan Sondhelm told Ignites.
October 13, 2025
Two KraneShares campaigns landed us a ThinkAdvisor Luminaries Award nomination. Complex investment stories turned into national coverage because we focused on what actually matters to journalists.
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