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Jeff Benjamin 

Displaying 9 results

Topic

Active ETFs catch the eye of RIAs and big funds, too

According to CFRA data, through the end of last year, active ETFs made up 4% of all ETF assets, and represented 10% of ETF net inflows in the past year.

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Active managers are getting a smaller slice of the pie

The debate over active versus passive strategies may be coming to a close.

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Financial advice in the 21st century

Evolving technology, increasing longevity and cryptocurrencies will all play a role in the future of advice, according to seven experts from across the wealth management industry.

Topic

Schwab’s Hathi recommends advisers leverage technology for scale and personalized services

Take digital as far as possible to free up human capital

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How balanced portfolios recovered after six major market events

Here's a look at how a basic portfolio of 60% stocks and 40% bonds performed following six major market events in recent decades

Topic

2019 Icon: Sheryl Garrett

Founder, Garrett Planning Network

Topic

Wall Street’s world turned upside down

The day of reckoning has come for the financial services industry.

Topic

SMAs continue to win over advisers despite drop in growth

In the midst of a pause in a decade-long growth spurt, the separately managed accounts industry continues to win over independent financial advisers, many of whom are generally wary of the products' complexity.

Topic

Defense and oil stocks may strengthen the market

With the United States directing warlike statements toward one or more Middle Eastern nations, stock market analysts say…