InvestmentNews senior columnist Jeff Benjamin has been named a finalist for a 2022 Eddie Award from Folio Magazine for his series of articles on unusual market niches in which financial advisers have specialized.
“The Eddie is one of the most prestigious honors in the publishing community, recognizing excellence in editorial content,” said Paul Curcio, InvestmentNews editor-in-chief. “We are delighted that this informative series and Jeff’s hard work have been recognized.”
The award for the best series of business-to-business articles, the category in which Jeff Benjamin’s work is a finalist, will be made at a Folio Awards event in September.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
Asset managers are racing to bring private market products to retirement plans, but cost and liquidity concerns linger.
Treasury's latest tax-exemption crackdown on private schools lands in the wake of a separate push to restrict refundable credits for some immigrant filers.
Workforce trust measures predicted which companies came out ahead during COVID-19. The same dynamic may now be playing out across the AI transition — and the data suggests the spread could be just as wide.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
