In The News

The nominated service providers are based on a widespread survey of more than 500 fund managers and other key industry participants.

Most retirement plan recordkeepers are investing heavily in their digital offerings, but much of that spending may be lost on participants, a recent survey suggests. Dan Sondhelm opined for this Ignites article.

Goldman Sachs Asset Management preps two strategic beta ETFs. Dan Sondhelm opined for this Traditional Fund Intelligence article on how these ETF’s will fit into Goldman’s portfolio of similar strategies and what type of investors would be interested.

BlackRock and other vocal supporters of environmental, social and governance investing are now promoting their decisions to invest in the Lone Star State’s oil and gas business. Dan Sondhelm opined for this Ignites article.

The firm builds hyper focus on thematic, disruptive mission, but needs to market these strategies to gain traction. Dan Sondhelm opined for this article in Traditional Fund Intelligence.

Shops often use ticker symbols as branding tools for their products, but not all shops realize their marketing potential. Dan Sondhelm opined for this Ignites article.

The firm looks to bulk up sales team prior to inaugural ETF launches. Dan Sondhelm opined for this Traditional Fund Intelligence article.

The collaboration brings a foreign manager’s strategy to US financial advisors. Dan Sondhelm opined for this Traditional Fund Intelligence article.

The shift to digital marketing, accelerated by the pandemic, has made marketing teams more valuable than ever for asset managers navigating choppy waters. Dan Sondhelm opined for this Ignites article.

Is the U.S. headed for a recession? When one hits, some boutique investment managers will be hit hard, and others will be well positioned to thrive. Now is the time to make the essential adjustments to business practices to keep your firm in the game so it can come out strong on the other end. We assembled a team of industry gurus who have weathered past recessions to share their insights on what boutique investment managers should be thinking about and doing right now to prepare for a recession. This article was published in NASDAQ.

Abrdn is diving deeper into the world of passive investing, launching a platform that will give investors passive exposure to hedge funds through a suite of strategies. Dan Sondhelm opined on the potential for AUM growth for FundFire.

At first glance, Atlantic Union Bankshares’ decision this month to sell its registered investment advisor subsidiary looks like something of a head-scratcher. But it actually makes a lot of sense. Its all about focus. Dan Sondhelm opined for this American Banker article.