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.”
Assess Your Growth Strategy
Are you on track to meet your goals? What’s working and what’s not? What improvements can you make? Take our growth assessment to understand your opportunities for growth. You will also receive our complimentary report, “How to Rethink Your Growth Strategy Now."
Watch our 60 second video
Stay Well-Informed With Our Latest Insights
Insights
16 Financial Services Promotional Trends and Tactics You Should Leverage Now
March 26, 2026
Novel marketing techniques are emerging all the time. It’s easy for financial firms to fall behind.Learn the latest marketing tactics and trends you need to know about now and how asset and wealth managers can use them to attract new investors.
How Smaller ETF Issuers Can Win Shelf Space With Big Platforms
March 25, 2026
Are you thinking of launching a new ETF, but the major distribution platforms keep you down? Learn how platform requirements work and what practical steps you can take to earn your place on the shelf.
Is Cold Calling for Wealth Managers Dead? Find Out How to Bring Your Efforts Back to Life
March 12, 2026
Is your telephone outreach, often referred to as cold calling, falling flat? It’s a common issue for many wealth managers. Find out how to improve your phone outreach activities.
ETF Launch Mistakes Asset Managers Keep Making (And How to Avoid Them)
March 04, 2026
ETF launches are booming, yet many wealth management firms watch their new funds close within a few years of launch. Learn the most common mistakes asset managers make when launching an ETF, and how to avoid them.
In The News
More Feedback, Fewer Problems: Fund Shops Amp Up Performance Discussions
March 17, 2026
Fund shops are rethinking how often they talk to employees about performance. Dan Sondhelm shared his perspective on how firm size shapes the conversation in this Ignites article.
Sondhelm Partners Shortlisted for Three Hedgeweek EU Awards 2026
March 12, 2026
Sondhelm Partners has been shortlisted for three categories at the Hedgeweek EU Awards 2026. Find out more and vote for us.
New York Life Shakes Up Branding, Keeps Unit Names
March 02, 2026
Retiring a beloved brand can quietly cost you more than you gain. Dan Sondhelm weighs in on this trend in Ignites.
Connect
