March 07, 2019
When a boutique firm’s primary business is the institutional or high net-worth marketplace, some executives would rather pay for investment research over mutual fund industry research. That may be a mistake. Read Dan Sondhelm’s latest contribution to 3PM.
March 07, 2019
New technology is making it difficult for funds that fail to combine low costs, strong returns and brand equity to earn spots on investment lineups. To level the playing field, Dan Sondhelm recommends these eight strategies, as published in Money Management Executive.
March 07, 2019
Thought leadership is about creating insight that provides people with a different perspective on issues that matter to them. Authentic thought leadership challenges conventional wisdom while provoking or influencing thought. Memorable, insightful, and impactful thought leadership content is built on these key elements. This story was picked up on Nasdaq.
March 06, 2019
A growing number of fund companies realize that Registered Investment Adviser (RIA) firms are the future of the intermediary business. Read Dan Sondhelm’s latest contribution to 3PM.
March 06, 2019
If you only read the headlines for Morningstar’s latest Direct Fund Flows Commentary, you might walk away with the impression that investors have come back in force. And that the dominance of passive funds over active funds is finally beginning to crack. Think again. If you go behind the headlines, you’ll see that the numbers aren’t as impressive as they might seem. Read Dan Sondhelm’s latest contribution to Advisorpedia.
February 26, 2019
The latest Kurtosys digital marketing survey reveals some encouraging trends as asset management firms continue their slow crawl into the digital age. Read Dan Sondhelm’s latest contribution to 3PM.
February 26, 2019
Boutique asset managers often debate which client segments offer the best potential. Too often, these firms swing for home runs, but there are also advantages to hitting singles and doubles. Read Dan Sondhelm’s latest contribution to Advisorpedia.
February 15, 2019
It’s not uncommon for asset management firms to be highly concentrated, with a significant portion of their revenues coming from relatively few clients or products. From a business management standpoint, it is both risky and irresponsible. Just ask Northern Cross.
February 13, 2019
In the first edition of the Kurtosys Podcast, Dan Sondhelm chats with Elliot Burr about new digital strategies for asset managers: how to best leverage new technologies, and how to stay ahead of the content marketing game in the face of regulation and disruptors.
February 12, 2019
Thinking about getting out of the mutual fund business? Do you just want to manage money? It might be time to think about merging with or selling your funds to a more experienced fund company that has the resources and expertise to take on the sales, marketing, and administrative tasks you don’t like to do – while letting you continue to manage investment decisions as a sub-advisor. Read Dan Sondhelm’s latest contribution to MFWire.
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