March 17, 2019
The unalterable trends transforming the asset management industry are forcing firms to question their business models with many scrambling to maintain relevance in an evolving value chain. Driven by the growth of low-cost investments and other pricing pressures, the long-entrenched dynamics of the advisor/asset manager relationship are changing. The article was published in Kurtosys.
March 14, 2019
Understanding what strategy is—as a practical and powerful business management process and a specific manner of thinking and acting—the key question becomes how do we apply it to individual asset management firms? How do you shape a strategy that will become the direction, scope and future growth of your organization? Dan Sondhelm recently interviewed with Bill Hortz from the Institute for Innovation Development. The article was published in Financial Advisor.
March 13, 2019
Integrity Viking Funds, a niche fund asset manager with a focus on income strategies across asset classes with a specialty in energy investing, is initiating a comprehensive growth strategy. They hired Sondhelm Partners and Distribution Revolution to support their effort.
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.
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