Results for "Jeff Benjamin"

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Slower second half doesn't derail record pace of RIA acquisitions

January 22, 2018

Despite a second-half slowdown, merger-and-acquisition activity set another record in 2017, according to the latest data from Echelon Partners. The report, released over the weekend, showed 168 registered investment adviser deals for the year,...

RIA mergers and acquisitions set another record in 2017

January 22, 2018

Merger and acquisition activity in the registered investment adviser space accounted for 153 deals in 2017, representing a fourth consecutive record year, according to the latest research from DeVoe & Co. The year's M&A activity, which started...

Carson Group platform gives investors financial planning choices

January 18, 2018

The Carson Group on Thursday announced a digital platform that is designed to offer investors the full range of financial planning services, from robo to human adviser. The platform is made up of four-stages that allows clients to move from...

TD Ameritrade finds momentum in its new model portfolio marketplace

January 17, 2018

TD Ameritrade Institutional is offering a leg-up to do-it-yourself financial advisers who want to be involved in portfolio construction, but not so much that it's the only thing they're doing for clients. After more than three months of beta...

Lightyear Capital takes 50% stake in $9 billion HPM Partners

January 16, 2018

Private-equity investor Lightyear Capital has taken a roughly 50% ownership stake in HPM Partners, a New York-based wealth management firm with more than $9 billion under management. The deal, announced Tuesday, shifted the ownership of HPM...

Segall Bryant & Hamill acquires Denver Investments, creating $20B wealth manager

January 12, 2018

Chicago-based wealth management firm Segall Bryant & Hamill is acquiring Denver-based Denver Investment Advisors, creating a nearly $20 billion investment management and advisory firm. Segall, Bryant & Hammil is a 23-year-old firm with $12.4...

Increasing the number of women advisers an uphill climb

January 12, 2018

Efforts to recruit and retain female financial advisers continue to be an uphill battle across the financial services industry. Despite near universal acknowledgment of the advantages of having more women working with clients, the hard data...

Arizona advisory firms partner to create $730M business

January 10, 2018

Ashton Thomas Private Wealth in Scottsdale, Ariz., will see a near-50% increase in assets under management to $730 million through a partnership with Tucson-based Financial Architects. The partnership, which does not include any exchange of...

Mercer Advisors acquires two RIAs as M&A activity heats up

January 9, 2018

Mercer Advisors bumped up its assets under management to $11.6 billion with two acquisitions, which adds fuel to a fast start for merger and acquisition activity in 2018. The Santa Barbara, Calif.-based registered investment adviser, which is...

The Colony Group adds $1.5 billion in double merger

January 8, 2018

The Colony Group, a $6 billion Boston-based advisory firm, merged with two smaller firms earlier this month, adding $1.5 billion in assets under management. Bethesda, Md.-based Bridgewater Wealth & Financial Management, which manages $1 billion,...

Growth of HSAs opens new market for financial advisers

January 8, 2018

The increasing popularity of health savings accounts is creating a new avenue for financial advisers to add value, while also adding assets under management. Health savings accounts hold nearly $45 billion​ nationwide, having grown from less...

2018 outlook in bond investing calls for change

January 6, 2018

The bond market is bracing for change in 2018. With a backdrop of a handful of expected interest-rate hikes from the Federal Reserve Board of Governors, this year could represent the start of the first bear market in bonds since the 1980s. If...

Trump's social-media saber rattling spawns fresh look at 'apocalypse insurance'

January 5, 2018

As uneasy scenarios go, there is nothing quite like watching a U.S. president engage in a social media squabble with the leader of North Korea over which country has the readiest access to launch nuclear bombs. But does such an early January...

Bob Doll's 10 predictions for 2018

January 4, 2018

Coming off a record year for stocks, a revved-up global economy and a tax-reform package designed for economic expansion, Nuveen Asset Management's Bob Doll is laying out a relatively rosy outlook for 2018. Nuveen's chief equity strategist,...

RIAs must move beyond investments to justify fees

January 2, 2018

A steady drumbeat of fee pressure has some financial advisers rethinking and repositioning their message to underscore their value to clients. "I think this conversation can be pretty straightforward if you approach it with transparency in mind,"...

Nine of our most popular stories in 2017 - Nine of our most popular stories in 2017

December 29, 2017

From constant changes around the DOL fiduciary rule to a flood of customer complaints at Vanguard, 2017 produced a wide range of popular stories. Here are some of the stories that attracted the most readers over the past 12 months.

RIAs hedge market risk with actively managed funds

December 28, 2017

As the stock market closes in on a solid 22% gain for the year, marking a near-300% gain from the 2009 low point, a growing chorus of financial advisers are citing actively managed strategies as a reasonable hedge at this point in the market...

Morningstar sells Broadridge its board consulting services business

December 20, 2017

Morningstar Inc. has agreed to sell its board consulting services business to Broadridge Financial Solutions. The deal, which was announced Tuesday after the close of the stock market, is described as a way to expand the services that Broadridge...

RIA sellers need their own Zillow

December 20, 2017

As the financial advisory space ramps up for another year of anticipated record merger and acquisition activity, it is worth pondering whether advisory firms could benefit from a Zillow-like model for valuing the firms making up the fragmented...

12 predictions from inside the newsroom

December 19, 2017

InvestmentNews reporters and editors, gazing across the financial services landscape, have come up with a host of market calls, regulatory outlooks, and even a Super Bowl prediction for advisers to ponder as we head into the new year. Consider...

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