Sondhelm Partners collaborated with Lawson Kroeker Investment Management to earn the Web Marketing Association’s annual “Best Mutual Fund Website” award for its emphasis on timely content and education.
Shops Aim to Help Staffers Balance Hybrid Work, Child Care
August 29, 2023 | In The News
Some companies offer free backup care, while others offer flexible working policies during holidays and the summer. Dan Sondhelm opined on the trends.
Global X Dominates AI ETF Flows
July 7, 2023 | In The News
The thematic shop wins handily over ETF giants iShares, First Trust, but why? Dan Sondhelm opined for this Traditional Fund Intelligence article.
Would You Drive a Fast Car Slowly? Overcoming Common HubSpot Roadblocks
July 6, 2023 | Digital Marketing
Are you underusing HubSpot like driving a sports car at 30 mph? Uncover why this happens to many asset managers and learn how to overcome roadblocks.
Activist Investment Firms Thriving, but Take Different Tacks on Engagement
June 30, 2023 | In The News
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 | In The News
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 | In The News
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 9, 2023 | In The News
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.
Hedgeweek Honors Sondhelm Partners as Best Third-Party Marketing Firm in US Emerging Manager Awards for 2023
June 8, 2023 | In The News
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.
How to Turn Your Personal Network into Your Hedge Fund’s First Investors
June 7, 2023 | Hedge Funds
Are you starting a hedge fund? You want institutional seeders, but don’t underestimate the power of your personal network to get you started.
Franklin Templeton to Bolster Insurance, Retirement Distro with Putnam Acquisition
June 1, 2023 | In The News
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 | In The News
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.







