Sondhelm Partners is the premier provider of integrated distribution, marketing, and public relations for the asset management industry
Sondhelm Partners Recognized by Hedgeweek as Best Third-Party Marketing Firm in US for Third Consecutive Year
“We want to buy mutual funds to grow AUM or sell our funds to a firm with stronger distribution.”
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Insights
How Asset Managers Can Track and Prove Public Relations ROI
May 06, 2026
Is your public relations (PR) paying off? That’s what the people who pay the bills want to know. But PR has a reputation for being difficult to measure. Learn how asset and wealth managers can measure PR's impact.
Words Financial Marketers and Salespeople Should Avoid at All Costs
April 30, 2026
Find out the words that financial services marketers should never use in their promotional activities. Or things salespeople shouldn’t say if they want to build credibility and trust.
Marketing Metrics Financial Firms Must Track in the Age of AI
April 21, 2026
Since the advent of online marketing, measuring and analyzing metrics has been essential for financial services businesses seeking to attract new investors. However, in the age of AI, traditional metrics may no longer be valid. Find out what you should track now.
How Your Employees Really Feel About Working for Your Asset Management Firm
April 13, 2026
This interview reveals how people working for asset managers may feel about current policies and opportunities. You might be surprised!
In The News
An Institutional Consultant Merged With Cerity. Now Some Pension Clients Are Backing Away.
May 06, 2026
PE buys your consultant. Now who are they working for? Two pension funds just asked that question out loud. Dan Sondhelm was quoted in Barron's on what's driving it.
What Is an Asset Manager?
May 06, 2026
Who needs one, how they get paid, and why the label matters less than what they do for your money. Dan Sondhelm opined for the Wall Street Journal Buy Side.
RayJay Signs Marketing Deal with HR Trade Group
April 09, 2026
The firm will receive priority booth access at conferences and co-author and co-brand marketing materials in exchange for an annual fee. Dan Sondhelm opined for this Ignites article.
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