Shops Aim to Help Staffers Balance Hybrid Work, Child Care
August 29, 2023
Some companies offer free backup care, while others offer flexible working policies during holidays and the summer. Dan Sondhelm opined on the trends.
In the News
Sondhelm Partners Shortlisted for Two Hedgeweek US Awards 2023
July 25, 2023
Sondhelm Partners has been nominated in two categories at the Hedgeweek US Awards 2023. We are in the running for the Best PR & Marketing Firm and Best Third-Party Marketing Firm.
Global X Dominates AI ETF Flows
July 07, 2023
The thematic shop wins handily over ETF giants iShares, First Trust, but why? Dan Sondhelm opined for this Traditional Fund Intelligence article.
Activist Investment Firms Thriving, but Take Different Tacks on Engagement
June 30, 2023
Activist investing, once a niche within hedge fund firms, has increasingly seen long-only managers join the field. Dan Sondhelm opined for this Pensions and Investments article.
BlackRock undercuts Innovator, First Trust, AllianzIM
June 28, 2023
The firm set rock-bottom fees for new buffer ETFs by entering the asset class and offering rock-bottom prices. Dan Sondhelm opined for this Traditional Fund Intelligence article.
How Boutique Hedge Funds Can Secure Larger Investors
June 28, 2023
It can be challenging for boutique hedge fund managers to jump from personal capital to institutional investors, but it doesn’t need to be. Dan Sondhelm sat down with Hedgeweek to discuss common pitfalls and practical strategies to ease this transition.
Hedgeweek Honors Sondhelm Partners as Best Third-Party Marketing Firm in US Emerging Manager Awards for 2023
June 09, 2023
Sondhelm Partners today announced that it has been recognized as the Best Third-Party Marketing Firm in the Hedgeweek US Emerging Manager Awards for 2023.
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.
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.
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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