Results for "Jeff Benjamin"

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Trade-war threat presents opportunities for energy investments

May 23, 2019

The looming threat of a global trade war could create a unique speed bump for the rallying master limited partnership fund category, but the next move in navigating the slippery energy sector depends on your outlook for oil prices. Mutual funds...

How one adviser is getting ahead of the hot IPO market

May 22, 2019

The raft of high-profile initial public stock offerings this year has one financial adviser jockeying to get ahead of the trend by launching a fund that invests in companies before they go public. James Gambaccini, managing partner at Acorn...

The growth of factor-based investing

May 18, 2019

The steady migration of investor assets out of actively managed mutual funds and into passively managed exchange-traded funds is fueling the growth of factor-based investing, an old idea that has taken on new appeal for financial advisers and...

Consolidation alters RPA space

May 18, 2019

As consolidation in the retirement plan adviser space continues to heat up, financial advisers who have carved out a niche pairing retirement plan sponsors with plan providers could begin to see radically altered business dynamics. During a...

Grim milestone for active management

May 16, 2019

The month of May is about to usher in a significant milestone for actively managed mutual funds, and not a favorable one. The trends suggest passive U.S. equity fund assets will gain a majority of market share for the first time ever over actively-managed...

Is it time to sell your RIA? One industry expert says yes

May 15, 2019

InvestmentNews senior columnist Jeff Benjamin and multimedia director Matt Ackermann talk consolidation and other adviser trends being discussed at the Excell conference.

Bob Oros of HighTower calls protocol exit 'form over substance'

May 15, 2019

HighTower Advisors put an exclamation point on its move away from recruiting breakaway brokers this week by officially exiting the broker protocol. "It's a little bit of form over substance," said Bob Oros, chief executive of the $50 billion...

New bill links 401(k) matches to student loan payments

May 14, 2019

A bill that includes a provision to make it easier for companies to contribute to the retirement accounts of employees who are paying down student debt was reintroduced in the Senate this week. Among other changes, such as stepping up the age...

Kyle Weaver of Fidelity pursues deep value in secular themes

May 13, 2019

Kyle Weaver doesn't describe his investing style as aggressive, but he does adhere strictly to a three- to seven-year time horizon when picking stocks for the more than $6 billion he manages across three portfolios at Fidelity Investments. Mr....

Benjamin F. Edwards expands its recruiting net with a corporate RIA

May 13, 2019

After a decade of building Benjamin F. Edwards & Co. into a 300-rep independent broker-dealer with $25 billion of assets under management, the firm's focus is now expanding to the independent advisory space. The St. Louis-based broker-dealer...

Small-cap stocks bear the brunt of trade dispute

May 13, 2019

As the United States and China roll out tariff hikes in an escalating trade war, smaller-company stocks are taking the biggest hit. Contrary to the general belief that smaller companies are more immune to global politics and macroeconomics,...

Softer side of wealth management will prevail in the future

May 9, 2019

The future of financial planning is leaning toward the softer side of wealth management, according to a panel of industry executives speaking Thursday at the Carson Excell conference in Chicago. "The kinds of people who are great at developing...

Mohamed El-Erian puts Democratic tax proposals in perspective

May 7, 2019

With nearly two dozen Democratic candidates now running for president, many of the contenders are trying to stand out from the crowd by proposing various forms of tax hikes on the wealthy and tax breaks for those who aren't yet wealthy. For...

The longest bull market in history can't shake the skeptics

May 3, 2019

With the S&P 500 Index up more than 16% from the start of the year, the current bull market is officially the longest on record. But the latest mutual fund flow data suggest retail investors might be getting tired of the run. This year through...

Advisers put fundamentals ahead of sell-in-May warning

May 1, 2019

Historically speaking, there's a strong case for following the Wall Street adage to sell in May and go away until late fall. But there are exceptions to every rule, and that isn't even technically a rule. While most financial advisers tend to...

Asset managers preparing to launch nontransparent ETFs

May 1, 2019

Financial advisers would be wise to start boning up on the ins and outs of nontransparent exchange-traded funds, because they might be coming soon to a platform near you. For years, asset managers have been trying to quietly nudge the concept...

Choppy stock market leads to fewer wirehouse reps fleeing the coop

April 30, 2019

The stock market correction at the end of last year is being credited with putting a damper on breakaway broker activity during the first three months of this year. The latest data from Echelon Partners show that just 94 advisers exited the...

Hot IPO market has some advisers seeing red

April 29, 2019

With 2019 shaping up to be one of the hottest years for initial public stock offerings since the late 1990s, financial advisers are often finding themselves in the position of disappointing clients who want their blessing to invest in the latest...

Focus on taxes, compensation turns into tech-industry niche

April 26, 2019

Rebecca Conner has found her niche in the financial planning space. Ms. Conner, founder of SeedSafe Financial in Seattle, is developing a bustling enterprise by blending her accounting background with her proximity to the tech industry and focusing...

A near-record quarter for RIA acquisitions

April 26, 2019

The total of 31 acquisitions of registered investment advisers that occurred during the first quarter is just one shy of the record and signals more good news for those advisers looking to sell their firms. "I would call it a blockbuster quarter,"...

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