In the News


COVID-19 is Accelerating the Need for a Digital Marketing Transformation

July 16, 2020

COVID-19 is Accelerating the Need for a Digital Marketing Transformation. This is Dan Sondhelm’s latest contribution for Advisorlocity.

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Enhancing Communications in a Stay-At-Home World

July 16, 2020

The twin slams of the spread of the Coronavirus and the first bear market in a decade have created the most challenging environment for asset managers since the Great Recession. This article by Dan Sondhelm was published in Advisorlocity.

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COVID-19 Volatility Puts Active Fixed Income to the Test

July 13, 2020

Flows into active fixed income strategies face headwinds as the COVID-19 market shock produces large performance dispersions, and long-term trends like the low-yield environment and a shift to passive continues. What should institutional asset managers do to keep their clients? Dan Sondhelm opines for FundFire.

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‘Inboxes Overfloweth’: How to Stand Out in a Stuffed Mailbox

July 13, 2020

With the coronavirus pandemic keeping fund workers at home, sales teams must work harder to make sure their e-mails stand out in advisors’ crowded inboxes.  Dan Sondhelm shares his best practices in Ignites.

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Hedge Fund Launches Plunge, Liquidations Surge amid Pandemic

July 09, 2020

It has become more difficult grow and scale a hedge fund business, with more closures than launches in recent years – and 2020 looks likely to only accelerate the trend, according to recent data. If you build it, investors won’t necessarily come, according to Dan Sondhelm who shared his Insight for this article.

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17 Things A Great Financial Advisor’s Website Should Have

July 07, 2020

Five top financial marketing experts discuss 17 things a great financial advisor’s website should have. Dan Sondhelm discusses owning a niche, committing to timely content, earning news coverage and a meeting scheduling tool in this article.

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What Will Reopening Look Like?

July 06, 2020

Brush up on your people skills, because they’re going to be the most important part of your practice — not the numbers. Dan Sondhelm was included in Capital Group’s recent article.

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Does Your Investment Story Need an Overhaul?

July 06, 2020

Some asset managers believe that performance is the story. But it’s not. It’s the attention-grabbing headline that your core investment narrative must always be proving, whether it’s on the pages of a commentary or your web site, spoken by a portfolio manager in a webinar or video, or summarized in a sales presentation – as published in Nasdaq.

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Boutique Asset Managers Weathering the Storm

July 06, 2020

Our latest report provides a revealing picture of the competitive state of active asset managers which, despite the many death notices that have been written, are very much alive and kicking. Dan Sondhelm sat down (virtually) with industry innovation guru Bill Hortz to discuss the key findings, surprises and concerns.

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Managers Shelve New Mega Deals as Pandemic Persists

July 03, 2020

Asset management firms are likely to put new large-scale mergers and acquisitions on hold as uncertainty around the pandemic continues. But some boutiques may be looking for options. Dan Sondhelm was included in this article.

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