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.”
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
