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Sondhelm Partners Recognized by Hedgeweek as Best Third-Party Marketing Firm in US for Third Consecutive Year
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Insights
How Investment Managers Can Win Asset Allocators
May 13, 2026
Many investment managers are baffled by what asset allocators want. If you want to raise and retain institutional capital, you succeed when allocators, the gatekeepers of institutional capital, understand your story, trust your process, and see that you match their mandate. Find out how allocators think, what they ask, and how to position your firm as a winner.
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.
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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