Dan Sondhelm to Judge With Intelligence Mutual Fund & ETF Awards 2024
April 03, 2024
The highly respected competition is now open for entries, with a deadline of April 19, 2024. Learn more about this prestigious competition.
In the News
Sondhelm Partners Shortlisted for Hedgeweek’s Best Third-Party Marketing Firm Category
March 27, 2024
Sondhelm Partners has been nominated for Best Third-Party Marketing Firm at the Hedgeweek US Emerging Manager Awards 2024. Show your support by voting before April 26th.
Fake Vanguard Campaign Puts Smaller Shops at Risk for Tarnished Brands
March 15, 2024
Hoax campaign targets Vanguard, but smaller fund firms may be at greater risk. Dan Sondhelm explained how strong reputations can buffer companies against reputational damage in such situations.
Active Mutual Fund Managers: Your Days Could Be Numbered?
March 13, 2024
A provocative PwC report predicts that by 2030, up to 20% of active mutual fund boutiques could vanish, overwhelmed by market pressures and the surge of low-cost ETFs and index funds. How can smaller firms protect themselves and thrive in this challenging environment? Find out in Dan Sondhelm’s recent contribution for NASDAQ.
Investment Employees Not Safe from Layoffs in 2023: Report
March 08, 2024
A new Morningstar report says asset managers are laying off portfolio managers amid industry challenges. Dan Sondhelm shares insights on the reasons behind the layoffs and their impact on the industry.
Beyond the Bonus: How Firms Reward Employee Performance
March 06, 2024
Fund firms have found various ways to reward workers beyond monetarily. Dan Sondhelm opined for this Ignites article.
As ETF Flows Climb, DFA Revamps Investor Website
February 26, 2024
As its ETF assets boom, Dimensional Fund Advisors debuts a refreshed website for individuals, walking a fine line to retain loyalty among advisors. Dan Sondhelm opined for the Ignites article.
WisdomTree Teases Prime Ad Ahead of National Launch
February 13, 2024
WisdomTree is ramping up marketing efforts for its WisdomTree Prime digital wallet ahead of a national rollout. The blockchain-based platform presents an opportunity for WisdomTree to expand beyond investments. Dan Sondhelm opined for this article in Ignites.
Voya’s New Ads Use Twins to Promote Investing Message
January 31, 2024
Voya launches lighthearted twin-centric ad campaign promoting workplace benefits and retirement savings tools with upbeat, entertainment-focused messaging. Dan Sondhelm opined for this Ignites article.
Sales And Marketing Need An Integrated Strategy
January 11, 2024
Boutique asset managers: Are siloed sales and marketing teams hurting your messaging and investor engagement? Dan Sondhelm sat down with Bill Hortz of the Institute for Innovation Development to discuss strategies to improve collaboration between these groups for Financial Advisor Magazine
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