In the News


Franklin Templeton to Bolster Insurance, Retirement Distro with Putnam Acquisition

June 01, 2023

The merger has opened new sales markets and created opportunities for sales and marketing efficiencies. Dan Sondhelm opined for this With Intelligence article.

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Coming Up To Speed on a Whirlwind Era for Advisor Technology

May 24, 2023

Explore the AI revolution transforming the financial advisory sector, reshaping investment strategies, and empowering advisors with cutting-edge technology. Dan Sondhelm opined for this article in BISA Portfolio.

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Invesco to Swap Tickers on 11 ETFs in Rebrand

May 22, 2023

Invesco will change the tickers for 11 products in its suite of equal-weight ETFs that track the S&P 500. Dan Sondhelm opined for this Ignites article.

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‘Vanishing Advisors’ Ghost Wholesalers

April 13, 2023

Remote working and the availability of digital tools have changed the way salespeople engage with advisors. Dan Sondhelm opined for this Ignites article.

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‘Sorry, Little One’: Activists Target Vanguard in New Ad

April 03, 2023

Climate activists launched an ad campaign criticizing Vanguard’s climate change policies that airs on TV stations that play in the company’s home county. Dan Sondhelm opined for Ignites on what sort of impact this can have.

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Sondhelm Partners Shortlisted in Hedgeweek US Emerging Manager Awards in the Best Third-Party Marketing Category

March 31, 2023

Sondhelm Partners has been shortlisted in the Best Third-Party Marketing Firm category, by Hedgeweek in its US Emerging Manager Awards 2023.

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Using Meeting-Scheduling Tech Is a No-Brainer

March 30, 2023

This article discusses the benefits of using meeting-scheduling technology to simplify the process of scheduling meetings. It highlights how such technology can save time and reduce stress for both meeting organizers and attendees. Dan Sondhelm was featured in this 401kWire article.

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Marketing Rule Scares Advisors Off Social Media: Survey

March 23, 2023

A third of investment advisors said social media played a significant role in their 2022 marketing efforts, down from 76% from 2021. But usage could pick back up once they better understand the new marketing rule. Dan Sondhelm opined for this Ignites article.

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Developing a Personal Backstory that Resonates with Clients

March 22, 2023

Investors and potential clients crave a deeper understanding of the person managing their money. They want to know what shaped their values, what inspired them to pursue a career in asset management, and what personal experiences have influenced their investment strategies. This is where a personal backstory comes in. We contributed this article to Advisorpedia.

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Investor Identities, Availability Cascades, and Unknown Unknowns

March 14, 2023

The Investment Ecosystem touted our recent article on the importance of developing personal backstories for asset managers. Consider subscribing to TIE for unique insights and idea creation from a wide range of industry professionals.

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