InvestmentNews senior columnist Jeff Benjamin has won a 2022 Eddie Award from Folio magazine for his series of articles about unusual market niches that financial advisers have carved out, ranging from wealthy widows to blended families, fitness coaches and adult entertainers.
“We're very happy to see Jeff get the recognition he deserves for this terrific series. He conceived it and was able to bring it to life due to the close relationships he's developed over many years in the adviser community," said Paul Curcio, InvestmentNews editor-in-chief. "Niche Adviser is proof of InvestmentNews’ commitment to covering not just the events that shape this industry but the people behind them.”
Folio specializes in the coverage of publishing. Benjamin won the award in the category of best series of business-to-business articles.
“Niche Adviser has been a fun series,” he said. “I learn something new with each profile I write. I hope it helps advisers to find and develop their own niche.”
LPL has closed 56 deals in its succession program, using $690 million of capital, according to William Blair analyst Jeff Schmitt.
The smartest sellers are prioritizing integration support, not just payout multiples, says industry head.
Unequal life expectancy, emotional decision-making, and market swings are rewriting the rules, forcing a rethink on everything from default plans to annuities.
Meanwhile, Wells Fargo reels in a veteran from JPMorgan in Las Vegas, Nevada.
Maine lawmakers have passed a bill authorizing financial institutions to delay disbursements if they suspect financial exploitation of residents aged 62 or older.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.