Sondhelm Partners was recently recognized as the Best Third-Party Marketing Firm by Hedgeweek
The artificial intelligence application Saifr uses natural language processing to help portfolio managers, sales, and other staff review public-facing communication. Dan Sondhelm opined on how asset managers are using AI for this Chief Investment Officer article.
In an interview with Bill Hortz, Founder of the Institute for Innovative Development, for NASDAQ, Dan Sondhelm unpacks “Virtual Distribution,” a transformative strategy for fine-tuning marketing channels to amplify AUM growth, navigate the noise, and achieve results.
Sondhelm Partners has been nominated in two categories at the Hedgeweek US Awards 2023. We are in the running for the Best PR & Marketing Firm and Best Third-Party Marketing Firm.
In a recent Ignites survey, one-third of advisors said social media played a big role in 2022 marketing, down from 76% in 2021. Usage could pick up when they better understand new compliance rules, said Dan Sondhelm.
The asset management industry needs to shift its mindset from efficiency to innovation. So says Bill Hortz, founder of the Institute for Innovation. Here’s his roadmap to drive the new road.
This competition recognizes excellence in fund leadership, sales, marketing, and performance.
An increasing number of wealth managers and asset managers are recognizing the importance of search engine optimization (SEO) on their websites for lead generation.
Is your firm thinking about setting up shop in the U.S? Here are six key issues you need to consider before you make your move.
Sondhelm Partners is proud to announce Dan Sondhelm will be one the judges for the With Intelligence Private Asset Management Awards 2023. Winning a Private Asset Management Award is a true seal of approval. Learn more about this competition. Wealth managers can nominate their firms now. Read more.
Dan Sondhelm will speak on a panel at an industry webinar focusing on best practices in marketing for investment management. Topics will include stronger sales through brand development, digital marketing, public relations, and more. This webinar will be held on November 22, 2022 at 10am ET.
The fund industry is dominated by four shops, data shows. Smaller firms can use thought leadership and other communications to build their brands, analysts say. Dan Sondhelm opined for this Ignites article.
The American Red Cross is working to provide food, shelter and comfort for people facing the heartbreaking devastation left behind by this massive storm. For more information, visit the American Red Cross.