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.”
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
