In the News

5 Key Benefits and Considerations of Thought Leadership

Aug 31, 2017

If you can establish yourself as an expert in your industry, potential clients and customers will inherently trust you more – and equally beneficial, bloggers and reporters will also respond to you more warmly if you’re seen as an industry leader. Interested in becoming more of a thought leader in 2018? Dan Sondhelm and other marketing gurus share their best ideas.

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Why Pros Use Rolling Periods

Aug 7, 2017

Investors shopping for mutual funds or ETFs look at past performance. So, as an asset manager, understand that putting your best foot forward may not include trailing data. Instead, rolling periods are used by sophisticated investors to better understand how your strategy performs over different time periods over time. Some stories resonate better this way. Dan Sondhelm commented for this story.

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Bigger Fund Flows Stem From Low-Fee Funds and ETF’s

Aug 1, 2017

While more investment advisors are pivoting back toward actively managed funds, it’s low-fee funds and ETFs that are seeing a majority of the flows, according to Broadridge Financial Solutions in a recent report. Industry analysts, including Dan Sondhelm, commented for the story.

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Voices : Expansion plans? Here’s what firms should read

July 17, 2017

Many successful institutional asset managers would like to expand their business through the intermediary channel, US focus, or M&A. It’s not as easy as it sounds. Dan Sondhelm, in this contribution, shares what questions to consider before making the investment.

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WealthTech Insights with Dan Sondhelm

June 22, 2017

In this interview, Dan Sondhelm comments on recent changes in wealth management, discusses threats, opportunities, and prospects that technologies bring to the industry, and shares his ideas about attracting millennials and calculating risk tolerance.

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A Chi-Town Boutique Hunts For Small Cap Shops

June 22, 2017

Mike Corbett, CEO of Chicago-based Perritt Capital Manegement, is looking for acquisitions to grow his firm. Corbett tells MFWire that although he is open to a wide variety of deals, he is mostly looking to adopt small or micro cap mutual funds from smaller firms who are having trouble staying afloat. Sondhelm Partners is helping Perritt with introductions to possible strategic partners.

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A 27-Year-Old Fixed Income Shop Is Looking For Wholesalers

May 31, 2017

After 27 years of managing global fixed income assets for institutional investors, San Diego-based LM Capital Group recently entered the intermediary market by making its first fund available on Charles Schwab’s platform. Now they are hiring and talking with other platforms. Sondhelm Partners is helping LM with its growth strategy.

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The Coming Challenges For Financial Advisors And Asset Managers

May 26, 2017

The Institute for Innovative Development interview series seeks to learn from innovative business leaders, uncover innovation best practices and discover how to apply these insights in the financial services industry. They recently sat down with Dan Sondhelm and asked for his real-world perspective on the major challenges and trends in the financial services industry.

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Fintech firms still see a future for fiduciary compliance tools

April 12, 2017

For many months, the DOL fiduciary rule was supposed to change the way advisors work with clients. Now that the implementation has been delayed and could be potentially rescinded, was the effort all for naught? Dan Sondhelm and other industry pros weigh in.

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Top Low-Cost Educational Resources for Fund Marketers

February 28, 2017

When a boutique firm’s primary business is the institutional or high net-worth marketplace, some executives would rather pay for investment research over mutual fund industry research. That may be a mistake. There is a cost to not keeping up with industry trends and understanding your competition to make decisions around growth. Good thing there are plenty of good free and low-cost resources available that will help firms better understand the industry and their opportunity in it, according to this contribution by Dan Sondhelm.

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Late to the 2017 Strategic Plan? Catch up in 8 Simple Steps

January 2017

If you were too busy eating turkey or wrapping (and unwrapping) presents to focus on your distribution strategy during November and December, don’t worry. You still have time to kick start the year with a sound strategic plan to create or improve your growth strategy in 2017. Dan Sondhelm shares his insight on what you need to focus on to get that done.

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Will low fees kill off robo advisers?

December 14, 2016

The entrance of another low-cost digital advice offering from Schwab demonstrates a peril for any provider trying to eke out a position in the digital wealth management market: offering advice cheaply isn’t going to be enough to stay competitive. Dan Sondhelm and other industry pros weigh in on the future of robo advisors.

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What Asset Managers Expect in the Year Ahead

December 12, 2016

Asset managers prepare for 2017 with an overhaul to the current regulatory landscape, the further proliferation of fintech as well as advancements in alternative product development. Managers are also keeping a close watch on policies from incoming President-elect Donald Trump. Dan Sondhelm, and other industry pros, share their predictions for 2017. Sondhelm says the mutual fund industry is likely to see more M&A moves, such as adoptions, in the year ahead.

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Asset Managers: It’s Time to Rethink Your Distribution Strategy for 2017

November 22, 2016

Some asset managers get into the mutual fund business to provide a pooled investment vehicle for smaller accounts or because a few existing clients asked for it. But many mutual fund firms want to grow beyond their existing client base. Dan Sondhelm offers his insight on where you should start.

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MFEA Marketing Council Survey

October 20, 2016

What’s working in mutual fund distribution, marketing, and public relations? Where are funds competent? Where are the strategic challenges? The MFEA (Mutual Fund Education Alliance) and Sondhelm Partners recently surveyed MFEA members on their thoughts in a 2016 MFEA Marketing Council Survey “Identifying Gaps in Distribution.” Dan Sondhelm presented and led a discussion at the MFEA Marketing Council meeting in Chicago. You may be surprised by the findings.

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MFEA STARs Gather in Chitown as MMIers Gather in Beantown

October 18, 2016

Mutual fund industry marketers are converging on Chitown today for the Mutual Fund Education Alliance’s Marketing Council event. Sondhelm Partners is thrilled to be the sponsor.

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Is there an election year boost for robo advisers for women?

October 5, 2016

With high-profile women in the spotlight this election season, there’s a change in attitudes and politics that female-focused investing and entrepreneurs can build upon. Sally Krawcheck launched a female-centric robo adviser that has been built and run by women. Will that niche be enough to compete with the bigger firms? Dan Sondhelm among others comment on the story.

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How to Be a Thought Leader in the Digital Era

July 25, 2016

Thought leadership is a method of creating a stand-out brand that clients and prospects are drawn to, and one in which other advisors want to take part. The continued growth of the financial advisor community coupled with ease of access to information through digital channels makes becoming a thought leader a critical aspect of your success. Dan Sondhelm shares how to become more influential with your target audience in this recent contribution.

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Communication Plan Vital for Major Market Events

July 2016

Emerging asset management firms should use significant market events to stay in front of current and potential clients through a well-planned and executed communications strategy. Dan Sondhelm and Kasina’s Mike Cogburn share their insight.

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The Industry’s Seismic Transformation Will Continue

June 28, 2016

Technology, the popularity of defined contribution plans, increased competition from passive strategies and the decentralization of the intermediary market have transformed the way fund companies market and sell their products to investors and advisors. It’s not a stretch to say that the industry has and will continue to undergo seismic changes.

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A Fundster Voice-For-Hire Starts His Own Shop

June 21, 2016

A longtime mutual fund industry-focused public relations and marketing specialist is setting out on his own. MFWire has learned that Dan Sondhelm recently founded Alexandria, Virginia-based Sondhelm Partners. Sondhelm previously spent 21 years at nearby SunStar Strategic, a PR and marketing agency focused on supporting asset managers (and other financial services firms.)

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Has Robo Advertising Lost Its Snark?

March 2, 2016

Now that robo advisors are growing up and the buzz has slowed, where do they fit into the wealth management landscape? How are these firms still trying to position and differentiate themselves versus each other? Dan Sondhelm, among other industry experts, weigh in.

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11 Lessons to Learn from The Donald

August 31, 2015

Billionaire real estate developer Donald Trump has surprised everyone with his meteoric rise to become the Republican party’s front runner for 2016. This isn’t an endorsement of his politics but financial professionals can find much to learn by examining his communications techniques. Dan Sondhelm offers his thinking in this slideshow.

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