Sondhelm Partners was recently recognized as the Best Third-Party Marketing Firm by Hedgeweek
Hoax campaign targets Vanguard, but smaller fund firms may be at greater risk. Dan Sondhelm explained how strong reputations can buffer companies against reputational damage in such situations.
A provocative PwC report predicts that by 2030, up to 20% of active mutual fund boutiques could vanish, overwhelmed by market pressures and the surge of low-cost ETFs and index funds. How can smaller firms protect themselves and thrive in this challenging environment? Find out in Dan Sondhelm’s recent contribution for NASDAQ.
A new Morningstar report says asset managers are laying off portfolio managers amid industry challenges. Dan Sondhelm shares insights on the reasons behind the layoffs and their impact on the industry.
Are you ready to create captivating video content that showcases your brand and connects with your investors? This guide provides tips and recommendations to ensure you’re prepared for your interview and that the captured footage is optimal for video production.
Fund firms have found various ways to reward workers beyond monetarily. Dan Sondhelm opined for this Ignites article.
As its ETF assets boom, Dimensional Fund Advisors debuts a refreshed website for individuals, walking a fine line to retain loyalty among advisors. Dan Sondhelm opined for the Ignites article.
WisdomTree is ramping up marketing efforts for its WisdomTree Prime digital wallet ahead of a national rollout. The blockchain-based platform presents an opportunity for WisdomTree to expand beyond investments. Dan Sondhelm opined for this article in Ignites.
Voya launches lighthearted twin-centric ad campaign promoting workplace benefits and retirement savings tools with upbeat, entertainment-focused messaging. Dan Sondhelm opined for this Ignites article.
Boutique asset managers: Are siloed sales and marketing teams hurting your messaging and investor engagement? Dan Sondhelm sat down with Bill Hortz of the Institute for Innovation Development to discuss strategies to improve collaboration between these groups for Financial Advisor Magazine
In a recent conversation with Institutional Asset Manager, Dan Sondhelm discussed how equipping sales teams for success through targeted content, digital communications, public relations efforts, and actionable data can increase sales team productivity and empower investor conversations.
Navigating the persistent hurdles of raising capital remains an uphill battle for most hedge funds. Dan Sondhelm sat down with Hedgeweek to discuss strategic solutions to secure investments and expand assets.
Recognized for two years running as a Fund Intelligence Awards finalist, we are honored among leading financial services PR firms for top brand-building achievements and client impact. Winners will be announced in February 2024.