In the News


Voices : Expansion plans? Here’s what firms should read

July 17, 2017

Many successful institutional asset managers would like to expand their business through the intermediary channel, US focus, or M&A. It’s not as easy as it sounds. Dan Sondhelm, in this contribution, shares what questions to consider before making the investment.

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A Chi-Town Boutique Hunts For Small Cap Shops

June 22, 2017

Mike Corbett, CEO of Chicago-based Perritt Capital Manegement, is looking for acquisitions to grow his firm. Corbett tells MFWire that although he is open to a wide variety of deals, he is mostly looking to adopt small or micro cap mutual funds from smaller firms who are having trouble staying afloat. Sondhelm Partners is helping Perritt with introductions to possible strategic partners.

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WealthTech Insights with Dan Sondhelm

June 22, 2017

In this interview, Dan Sondhelm comments on recent changes in wealth management, discusses threats, opportunities, and prospects that technologies bring to the industry, and shares his ideas about attracting millennials and calculating risk tolerance.

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A 27-Year-Old Fixed Income Shop Is Looking For Wholesalers

May 31, 2017

After 27 years of managing global fixed income assets for institutional investors, San Diego-based LM Capital Group recently entered the intermediary market by making its first fund available on Charles Schwab’s platform. Now they are hiring and talking with other platforms. Sondhelm Partners is helping LM with its growth strategy.

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The Coming Challenges For Financial Advisors And Asset Managers

May 26, 2017

The Institute for Innovative Development interview series seeks to learn from innovative business leaders, uncover innovation best practices and discover how to apply these insights in the financial services industry. They recently sat down with Dan Sondhelm and asked for his real-world perspective on the major challenges and trends in the financial services industry.

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Fintech firms still see a future for fiduciary compliance tools

April 12, 2017

For many months, the DOL fiduciary rule was supposed to change the way advisors work with clients. Now that the implementation has been delayed and could be potentially rescinded, was the effort all for naught? Dan Sondhelm and other industry pros weigh in.

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Top Low-Cost Educational Resources for Fund Marketers Mutual Fund Wire

February 28, 2017

When a boutique firm’s primary business is the institutional or high net-worth marketplace, some executives would rather pay for investment research over mutual fund industry research. That may be a mistake. There is a cost to not keeping up with industry trends and understanding your competition to make decisions around growth. Good thing there are plenty of good free and low-cost resources available that will help firms better understand the industry and their opportunity in it, according to this contribution by Dan Sondhelm.

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Top Low-Cost Educational Resources for Fund Marketers

February 24, 2017

When a boutique firm’s primary business is the institutional or high net-worth marketplace, some executives would rather pay for investment research over mutual fund industry research. That may be a mistake. There is a cost to not keeping up with industry trends and understanding your competition to make decisions around growth. Good thing there are plenty of good free and low-cost resources available that will help firms better understand the industry and their opportunity in it, according to this contribution by Dan Sondhelm.

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Late to the 2017 Strategic Plan? Don’t Worry! Catch up in 8 Simple Steps

January 10, 2017

If you were too busy eating turkey or wrapping (and unwrapping) presents to focus on your distribution strategy during November and December, don’t worry. You still have time to kick start the year with a sound strategic plan to create or improve your growth strategy in 2017. Here’s what you need to focus on to get that done.

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Late to the 2017 Strategic Plan? Catch up in 8 Simple Steps

January 01, 2017

If you were too busy eating turkey or wrapping (and unwrapping) presents to focus on your distribution strategy during November and December, don’t worry. You still have time to kick start the year with a sound strategic plan to create or improve your growth strategy in 2017. Dan Sondhelm shares his insight on what you need to focus on to get that done.

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