In the News

Sondhelm Partners is Proud to Support the Foundation for Financial Planning

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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Tracking and growing word of mouth: 107 marketers share their insights

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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AllianzGI drops affiliate name from $3bn of funds

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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Retirement sector players ramp up digital outreach as turbulence persists

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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Active Managers Did Poorly Last Year. Can Volatility Save Them?

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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Enhancing communications in a stay-at-home world

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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3 Ways Active Managers Can Survive the Rest of 2020

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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Asset Managers Have Clashing Views On Coronavirus Severity: Webinar

March 31, 2020

The duration and severity of coronavirus is still up for debate as investors look to gain an understanding of its economic impact. Those differing views were on display during a webinar hosted by marketing and distribution firm Sondhelm Partners on Friday, as featured in Fin News.

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Smart ways asset managers can boost their digital marketing ROI

March 31, 2020

Effective digital marketing can help fill your asset management firm’s pipeline and qualify potential leads so your sales team can make the most of their outbound contact efforts. So where do you begin? Read Dan Sondhelm’s latest feature in Money Management Executive.

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10 Ways to Work from Home

March 25, 2020

Our own Milin Iyer shares with TheStreet how Sondhelm Partners has been using technology for stronger internal and client communications and is helping asset managers raise the bar with clients and prospects as well.

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