In the News
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.)
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.
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.