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.
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.
March 06, 2024
Fund firms have found various ways to reward workers beyond monetarily. Dan Sondhelm opined for this Ignites article.
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.
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.
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.
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
December 18, 2023
In a recent conversation with Institutional Asset Manager, Dan Sondhelm discussed how equipping sales teams for success through targeted content, digital communications, public relations efforts, and actionable data can increase sales team productivity and empower investor conversations.
December 15, 2023
Navigating the persistent hurdles of raising capital remains an uphill battle for most hedge funds. Dan Sondhelm sat down with Hedgeweek to discuss strategic solutions to secure investments and expand assets.
December 06, 2023
Recognized for two years running as a Fund Intelligence Awards finalist, we are honored among leading financial services PR firms for top brand-building achievements and client impact. Winners will be announced in February 2024.
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