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.
In the News
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.
‘Vanishing Advisors’ Ghost Wholesalers
April 13, 2023
Remote working and the availability of digital tools have changed the way salespeople engage with advisors. Dan Sondhelm opined for this Ignites article.
‘Sorry, Little One’: Activists Target Vanguard in New Ad
April 03, 2023
Climate activists launched an ad campaign criticizing Vanguard’s climate change policies that airs on TV stations that play in the company’s home county. Dan Sondhelm opined for Ignites on what sort of impact this can have.
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