December 05, 2023
Financial firms are grappling with developing 2024 sales and marketing plans amid new technologies, engagement approaches, and an uncertain landscape. Institute for Innovation Development founder Bill Hortz sat down with Dan Sondhelm to discuss insights on crafting an effective growth strategy.
December 04, 2023
We are thrilled to share that Sondhelm Partners has been nominated in the Best PR and Communications Firm category for the Hedgeweek European Awards 2024.
December 01, 2023
Industry peers recognize our achievements in connecting boutique asset managers to investors through integrated capital-raising and brand-building efforts.
November 14, 2023
Asset managers have ramped up the number of days employees must enter the office. But, some company executives are relaxing those in-office policies to allow employees to work remotely for the holiday season. Dan Sondhelm opined on the trend for Ignites.
October 31, 2023
The artificial intelligence application Saifr uses natural language processing to help portfolio managers, sales, and other staff review public-facing communication. Dan Sondhelm opined on how asset managers are using AI for this Chief Investment Officer article.
October 30, 2023
We are excited to announce that Sondhelm Partners has been honored at the Hedgeweek US Awards 2023. We retained our title as the Best Third-Party Marketing Firm and secured third place in the Best PR & Marketing Firm category.
October 04, 2023
Exciting news! Sondhelm Partners is shortlisted in three brand building and capital raising categories at Chandler Publishing’s 2023 Institutional Asset Manager Awards. Your vote can make a difference. Cast it now!
September 27, 2023
Did you miss the live GAMMA webinar on AI trends shaping the asset management industry? Don’t worry; the full replay is now available for viewing. The session features insights from Daniel Satchkov of RiXtrema and is moderated by Dan Sondhelm. The webinar dissects the latest advancements in AI technology, its role in asset management, and… Read more »
September 20, 2023
Sondhelm Partners collaborated on another award-winning website. This time, Lawson Kroeker Investment Management won the “Best Mutual Fund Website” award for its emphasis on timely content and education. Uncover the story behind this accolade.
September 12, 2023
In an interview with Bill Hortz, Founder of the Institute for Innovative Development, for NASDAQ, Dan Sondhelm unpacks “Virtual Distribution,” a transformative strategy for fine-tuning marketing channels to amplify AUM growth, navigate the noise, and achieve results.
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