Personalization, data and brand awareness is crucial to weathering the storm. Dan Sondhelm opined for this Ignites article.
Marketing Teams Shine Amid Rocky Markets
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A Small Fund Manager is Generating ETF Revenues That Rival Vanguard’s
Investors appear not to mind the sky-high fees — or its executives’ incendiary tweets on BLM protests, gun violence, and more. Dan Sondhelm opined on this firm’s successes and liabilities for Insider.
Morningstar Downgrades T. Rowe, Virtus funds, Upgrades DFA
Retiring managers continue to pose challenges for the industry. What actions can firms do to promote younger talent and prepare them for greater responsibilities? Dan Sondhelm opined for this Traditional Fund Intelligence article.
Thought Leaders vs Influencers in Asset Management
You’ve probably heard that becoming a thought leader may help raise your personal and professional stature within the industry. It’s important because you become the go-to person on a topic. Thought leaders are traditionally recognized experts and an authority on a particular subject matter—and therefore have a large loyal following. Advisorpedia picked up Milin Iyer’s latest article.
A $1.5B-AUM Fund Firm Wins Online
The folks at a $1.5-billion-AUM, subadvised, Big Apple mutual fund firm and their PR and marketing ally have good cause for popping some champagne. The website award was featured in MFWire.
The Top 2 Barriers to Success on LinkedIn and Strategies for Overcoming Them
LinkedIn is the top social media platform for asset managers. But being on LinkedIn isn’t the same as using it well. Sondhelm Partners’ Phaedra Perkins sat down with Synthesis Technology’s Emilie Totten to discuss the top barriers to LinkedIn success and strategies to overcome them. She also threw in a little lagniappe (Cajun for “a little something extra”) about SEO! This video was picked up by Third Party Marketer’s newsletter.
Liberty Street Funds Wins Best Mutual Fund Website
The Web Marketing Association recently awarded Liberty Street Funds with the “Best Mutual Fund Website” in the 2022 Internet Advertising Competition. Sondhelm Partners is proud to have developed the websites.
Schwab Latest to Launch Direct Indexing Service
Charles Schwab is planning to roll out its direct indexing platform in late April, the latest in a line of asset managers to offer more personalized investing solutions to clients. Dan Sondhelm opined for this Traditional Fund Intelligence article.
PIMCO taps Credit Suisse for institutional EVP
PIMCO’s addition will focus on family offices and nonprofits, growing areas of interest for many larger firms. Dan Sondhelm opined for this Traditional Fund Intelligence article.
How Asset Managers Use Customer Data Platforms to Create the MarTech Stack of the Future
Asset managers must continue to drive down expense ratios and keep an intense focus on growth by leveraging modern technologies and improving operational efficiencies. For asset managers to deploy that technology, they need to invest in the marketing technology stack of the future. Our latest joint-research was featured in CDP.com, a resource for data-driven marketing professionals.
Dan Sondhelm to Judge With Intelligence Mutual Fund & ETF Awards 2022
Sondhelm Partners is proud to announce Dan Sondhelm will be one the judges for the With Intelligence Mutual Fund & ETF Awards 2022. Now in their 29th year, the With Intelligence Mutual Fund and ETF Awards are widely regarded as the most prestigious and respected awards in the traditional asset management space.
Six Key Issues International Asset Managers Must Consider Before Breaking Ground in the U.S.
Foreign boutique and name-brand asset managers want to offer their expertise and products to U.S. investors. The AUM potential is strong. The biggest challenge is determining the best way to establish their U.S. presence and build awareness and traction among investors and financial advisors. If your firm is thinking about setting up shop in the U.S., here are six key issues you need to consider before you make your move, as published in Advisorpedia.