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.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
