In the News

How Boutique and Emerging Asset Managers Are Handling the Pandemic and Keeping their Clients Engaged Webinar

May 15, 2020

EMM Editor Matthew McCue took part in our webinar, How Boutique and Emerging Asset Managers Are Handling the Pandemic and Keeping their Clients Engaged, last month.

Read More

Active Management is Back: How Do You Take Advantage of It?

May 05, 2020

With passively managed funds dominating inflows over the past decade, market prognosticators said it would take a bear market to convince investors to reconsider actively managed funds again. Well, advisors and institutions may be more willing to listen to your success story. Our recent webinar explained how boutique firms can position their active management success stories front and center among their clients and prospects, even in a work-at-home world. This article was picked up by Nasdaq.

Read More

How to Make Sure Your Voice Doesn’t Get Lost in the Mix

May 01, 2020

With on-site visits and conferences off limits for the foreseeable future, nearly all asset managers are focused on building virtual communities of clients and prospects to communicate their news and views. Many advisors and consultants are already suffering from ‘digital overload.’ In our recent webinar, we outlined five strategies firms can use to make sure… Read more »

Read More

New Playbook Needed For Post-Pandemic Investing

April 28, 2020

Our recent webinar for top journalists resulted in another feature news article for clients. This time, three portfolio managers shared how they are handling investing during the COVID-19 pandemic. Thank you TEXPERS Pension Observer for the in-depth article. Read PDF.

Read More

Sondhelm Partners is Proud to Support the Foundation for Financial Planning

April 27, 2020

The Foundation for Financial Planning acts as the national engine for pro bono financial planning. They have programs in place to support low and moderate income Americans who are being affected by the COVID-19 pandemic.

Read More

Tracking and growing word of mouth: 107 marketers share their insights

April 14, 2020

Referral Rock asked 107 marketing experts their opinion on word of mouth marketing. Dan Sondhelm was included in this article.

Read More

AllianzGI drops affiliate name from $3bn of funds

April 13, 2020

Fund arm of Munich-based insurer takes final step of years-long brand consolidation of acquired businesses in effort to avoid confusion. Dan Sondhelm commented on the importance of brand consolidation for this Fund Intelligence article.

Read More

Retirement sector players ramp up digital outreach as turbulence persists

April 10, 2020

Leading recordkeepers, insurers launch websites, video campaigns and more as coronavirus measures limit face-to-face interaction further. Dan Sondhelm was included in this Fund Intelligence article.

Read More

Active Managers Did Poorly Last Year. Can Volatility Save Them?

April 08, 2020

Active management had a not-so-great year in 2019, with U.S. equity managers, in particular, failing to beat their respective benchmarks, according to new research by Wilshire. Now that volatility is back, induced by the global coronavirus pandemic, the pressure is on for active managers to prove their worth. Dan Sondhelm commented for this FundFire article.

Read More

Enhancing communications in a stay-at-home world

April 06, 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. How are firms handling the pandemic and their clients? Very well, so far. This story was featured in Nasdaq.

Read More