Wooing RIA Gatekeepers: The “VIP Approach”
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.
In the News
Active vs Passive: A Sudden Shift in Investors’ Preferences?
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.
Asset Managers’ Advance into Digital Coming Up Short
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.
How to Increase Your Asset Win Percentage
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.
Asset Manager Viability Requires Diversification
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.
Connecting the Dots – Dan Sondhelm [Podcast]
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.
Is Subadvising In Your Future?
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.
Meeting The Demand For Better Client Communications
February 10, 2019
The asset management industry continues to face unrelenting tailwinds in its struggle to grow AUM. The convergence of growing passive inflows, downward fee pressure, increased market volatility and chronic underperformance has formed a virtual perfect storm, catching many firms unprepared for the fallout. Read Dan Sondhelm’s latest contribution to Emerging Manager Monthly.
Asset Manager Viability Requires Diversification
February 07, 2019
One of the most fundamental tenets of investing and business is diversification — to avoid putting all one’s eggs into one basket.
Why Email Marketing is Dead and Marketing Automation is Thriving
February 04, 2019
As the financial services world continues its slow crawl into the digital age, boutique asset management firms and mutual fund companies are facing new challenges in marketing and growing their businesses. Many firms have reached a critical juncture in their marketing efforts where they must decide between what is easy and inexpensive. This story was picked up on 3PM.
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