In the News
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In the News
Sondhelm Partners Shortlisted for Fund Marketer of the Year at With Intelligence Mutual Fund & ETF Awards 2024
The Awards celebrate excellence in fund leadership, sales, marketing, and performance, marking an important accolade within the traditional asset management industry.
Blurring Lines Between Institutions & RIAs Means Opportunities For Emerging Managers
In Dan Sondhelm’s latest contribution to Emerging Manager Monthly, discover how the blending of marketing and sales strategies for RIAs and institutional investors offers new growth avenues for emerging managers.
How Financial Advisors Can Seize Opportunities in the “Money in Motion” Era
According to YCharts, an alarming 75% of clients have left or contemplated leaving their advisors. Explore the strategies to attract and retain clients in our latest insights article, as featured in Advisor Perspectives.
AI Ups Game for Sales and Distribution Teams
Explore how AI is revolutionizing efficiency and personalization to attract and retain investors. Dan Sondhelm offered insights for the article.
Automation Takes the Wheel in Marketing Race
Growing competitive pressure to produce high-quality fact sheets, monthly reports, pitch books and other investment content is pushing asset managers to automate more of their marketing processes. Dan Sondhelm opined for this article.
Aurora Investment Counsel Wins Best Investment Website Award in 2024 Internet Advertising Competition
Aurora Investment Counsel’s website, developed by Sondhelm Partners, has been recognized as the best in the industry by the 2024 Internet Advertising Competition. Learn more about this outstanding achievement.