Results for "Jeff Benjamin"

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CFP Board's women mentoring program falls short of some expectations

April 11, 2019

When it comes to increasing the ranks of women in the financial planning industry beyond the current level of 15% of all advisers, mentoring has often been viewed as a logical step in the right direction. Unfortunately, as some organizations...

Alternative strategies earn their keep over six months of market extremes

April 3, 2019

It has been at least five years since Dick Pfister can recall a six-month period that has been so favorable to alternative investment strategies. Mr Pfister, founder and president of AlphaCore Capital, a firm that allocates between 15% and 30%...

Cerity Partners buys Blue Prairie Group to create $21 billion advisory firm

April 2, 2019

New York-based wealth manager Cerity Partners is taking a big step into the retirement plan space with the acquisition of Blue Prairie Group, which oversees $11 billion in retirement plan assets. The combined company, which will operate as Cerity...

How mid-cap growth funds owned the first quarter

April 2, 2019

The often overlooked and under-allocated mid-cap growth fund category cranked out one of its rare high notes during the first three months of 2019, with an 18.4% return that beat the eight other equity style boxes. Mid-cap growth's performance...

The need for a successor can sneak up on you, so plan ahead

March 30, 2019

InvestmentNews'​ new series on advisers' succession planning experiences has been well received by business owners struggling with the process — or even getting motivated to start the process. Last week's profile brought home the importance...

Some mutual fund investors might unwittingly already own shares of Lyft

March 28, 2019

As ride-sharing company Lyft closes in on its initial public offering, financial advisers and investors could be surprised to learn they might already own a piece of the company through a mutual fund. According to Morningstar, there are 36 mutual...

Latest price-war salvo pegs fees to low-risk performance

March 28, 2019

Westwood Holdings Group, a $16.6 billion Dallas-based asset manager, is hoping to catch a ride on the price-war bandwagon with a managed-account fee model that links fees to the risk taken by the portfolio manager. To underscore the lack of...

Bronfman Rothschild acquisition creates $10 billion RIA

March 26, 2019

Bronfman Rothschild is being acquired by NFP Corp. and will be combined with Sontag Advisory to create a $10 billion registered investment adviser, the companies announced this morning. NFP Corp. describes itself as an insurance broker, consultant...

Client onboarding presents a critical first impression

March 25, 2019

In the financial planning industry there are lots of ways to recruit new clients, but what comes next can make or break a satisfying and lasting relationship. Whether the client is leaving another adviser or working with an adviser for the first...

Don't write off ESG investments out of habit — the demand is real

March 23, 2019

Opportunities in the financial services industry rarely look as inviting as the current market for investments focused on environmental, social and corporate governance factors. At around $12 trillion, which is up 38% from two years ago, ESG...

Has the quarterly client newsletter become old news?

March 22, 2019

When it comes to producing client newsletters, financial advisers either love them or hate them. And if they hate them, they usually abandon the idea altogether. "Most newsletters are a joke," said Josh Brown, financial adviser and CEO of Ritholtz...

What is causing the fever for RIA deals?

March 22, 2019

Deputy editor Bob Hordt and senior columnist Jeff Benjamin discuss factors adding fuel to the M&A fire in the independent advice space.

Finra budget to keep fees steady in 2019

March 21, 2019

The Financial Industry Regulatory Authority Inc. will not raise member fees for the sixth straight year, but depending how much it raises through fines and market performance, the broker-dealer regulator could draw up to $185 million from its...

Giving advisers ESG insight so they can grow

March 20, 2019

Whether it's due to reports of heat waves or polar vortexes, or the realization that businesses that are good stewards of the earth also tend to be responsible with investors' capital, the demand for socially conscious investment products has...

Succession plan success story

March 19, 2019

The story of Benjamin Tobias' succession plan is proof that having a good plan in place can help a firm endure and evolve through even the worst of circumstances. Mr. Tobias, 67, had been grooming two advisers to take over his Plantation, Fla.-based...

FPA butts heads with Michael Kitces over $8 million in 'missing' funds

March 18, 2019

The Financial Planning Association was forced into scramble mode Friday after a blog post from Michael Kitces alleged that the FPA was responsible for nearly $8 million worth of "missing" revenue over the past decade. Mr. Kitces, partner and...

ESG options scarce in 401(k) plans

March 16, 2019

By virtually any measure, the demand for socially conscious investment products has never been greater. Thanks in large part to support from women and young investors, investment strategies that focus on environmental, social and governance...

529 plans also miss the boat when it comes to ESG

March 16, 2019

If​ ever there was a market ripe for ESG investments, it would seem to be the 529 college savings program, which turns 20 this year. Even though most contributors to college savings plans are young parents who tend to be more conscious of...

Why millennial demand for ESG is falling on deaf ears

March 15, 2019

Editorial director Fred Gabriel and senior columnist Jeff Benjamin say there's a disconnect between the big appetite for environmental, social and governance funds in 401(k) plans and their offering.

Sweeping Ed Butowsky lawsuit takes on 'left-wing media bias'

March 14, 2019

Plano, Texas-based financial adviser Ed Butowsky has filed a sweeping lawsuit against 22 defendants, including lawyers and members of the media, claiming defamation and malicious prosecution related to lawsuits that have been filed against him....

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