Sondhelm Partners was recently recognized as the Best Third-Party Marketing Firm by Hedgeweek
Rising passive inflows, fee compression, increasing regulation, and platform rationalization continue to threaten the survival of boutique firms. It’s time to move forward or slide into oblivion.
The Golden Globes are behind us. But they neglected to award for our favorite category.
Our top read Insight articles of 2019 are…
The results your digital marketing program delivers are only as good as the quality of your content and the relevancy of the people you’re trying to reach.
At some point, the bad times will return. Some asset managers will find new revenue opportunities when they arrive, while others must go into survival mode. The intelligent firms will start preparing now.
It may be easier to launch an ETF. But you still need “juice” to attract investors.
Marketing automation is different (and better) than blast emails. Many asset managers say marketing automation is like email marketing on steroids. Learn how tracking leads can boost engagement.
I’ve earned my share of retweets, likes and followers on Twitter over the years. But four years ago this month, Donald Trump helped a few of us become famous, sort of.
Industry conferences can be a great place to showcase your funds and engage advisors. They provide opportunities to set up your booth alongside the most well-known industry brands. But is it worth it?
Salespeople like doing things their way and can resist change, especially regarding new sales technologies. Katie Martz at Synthesis discusses five strategies for improving adoption in MFWire.com.
Here’s a transcript of a recent call, a list of mistakes, and what should have been said.
Thank you for opening this email message and clicking on our website to read the full article. But you shouldn’t have. Now, we can track your every move digitally. We promise, though, that we won’t be a pain.
How is the business of baseball similar to the business of mutual funds? For both, it’s dangerous to overpay for performance.