Jeff Benjamin

Investment Insights: The Blogblog

Jeff Benjamin breaks down the game for advisers and clients.

Institutional investors moving more cash to diversified strategies

Plus: Bracing for an SEC exam, robo-adviser asset-gathering update, stocks to watch next week, and more ways to spend bitcoin

Jan 17, 2014 @ 7:54 am

By Jeff Benjamin

  • For more proof that diversification is in the eye of the beholder, a BlackRock report showing portfolio diversification is somewhat ironically described as risk-taking. Note to reader, when the S&P 500 gains more than 32% in a year, moving cash off the sidelines to invest in real estate and hedge funds is smart defense, not aggressive offense. Building better portfolios

  • With the SEC now committed to visit a wider variety of financial advisers, this would be a good time to start preparing for such exams. It's still not clear if the commission with have the resources or the energy to go beyond its average of visiting about 9% of the adviser community, but here are some tips to help you prep. Test yourself

  • Robo-adviser efforts to crack the code of asset gathering. Tech talk

  • As earnings season rolls on, here are nine low-valuation stocks slated to report next week. Potential bump from positive earnings surprises

  • For those folks fired up over how much money the federal government is making on the mortgage business, there is at least a show of support for selling Fannie and Freddie. But it's mostly just political bluster. Little chance of being adopted

  • The NBA's Sacramento Kings becomes the first pro sports franchise to accept bitcoin. Meanwhile, the Kings can't seem to win at home or on the road, and are clinging to a one-game winning streak. Fans can buy tickets and merchandise with the digital currency


What do you think?

View comments

Recommended for you

Sponsored financial news

Featured video


Top questions surrounding future of DOL fiduciary rule

Reporter Greg Iacurci and managing editor Christina Nelson discuss the biggest uncertainties springing from the Fifth Circuit Court of Appeals' decision to vacate the regulation.

Latest news & opinion

What to watch for next with the DOL fiduciary rule

Much hinges on whether the Labor Department appeals the 5th Circuit decision by April 30.

Social Security benefits losing buying power

Low inflation combined with rising Medicare costs threaten the adequacy of seniors' income.

Finra looks to streamline broker-dealer exams

CEO Robert Cook says three examination teams may be consolidated.

The 401(k) robo-revolution is here

Could human advisers be displaced as digital-advice firms use technology to deliver services to plan sponsors and participants?

SEC forging ahead on fiduciary rule despite DOL rule decision in 5th Circuit

Chairman Jay Clayton says 'the sooner the better' when asked when an SEC fiduciary rule will be ready.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.


Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print