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.

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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.

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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.

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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.

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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.

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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.

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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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‘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.

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‘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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Sondhelm Partners Shortlisted in Hedgeweek US Emerging Manager Awards in the Best Third-Party Marketing Category

March 31, 2023

Sondhelm Partners has been shortlisted in the Best Third-Party Marketing Firm category, by Hedgeweek in its US Emerging Manager Awards 2023.

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