Results for "Jeff Benjamin"

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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....

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...

American Funds veteran sees bright future for defensive active management

April 24, 2019

Joyce Gordon was 19 when Capital Group hired her in 1975 to sit outside the trading room and convert ticket orders into numeric code. She worked her way up through the ranks, going to college at night for 11 years to earn her bachelor's and...

Ric Edelman is bullish on bitcoin, calls much of the advice industry ignorant of its potential

December 12, 2018

Ric Edelman believes in the future of cryptocurrencies so much, he is selling his personal investment in Bitwise Investment Management, a creator of cryptocurrency index funds, so as not to have a conflict of interest should he recommend the...

From the C suite with Advisor Group's Valerie Brown: Everyone must contribute

November 17, 2018

Valerie Brown's status as a female executive in a predominately male industry is not lost on her. The executive chairwoman of Advisor Group, one of the nation's largest independent advisory firms, has never let people's assumptions about gender...

From the C Suite with ProVise's Ray Ferrara: The best leaders know when it's time to follow

May 23, 2018

Ray Ferrara thinks he works too hard and, as a result, he sometimes pushes those working with him to also work too hard. But he's determined to try and set a better example of a healthy work-life balance at ProVise Management Group. We sat down...

Meet William Glubiak, CEO of $2 billion firm Cedar Brook Group

May 24, 2018

William Glubiak is in the middle of moving Cedar Brook Group from a brokerage model to a hybrid firm with a registered investment adviser, a strategy he expects will lead to explosive growth. In this edited interview, the CEO of the $2 billion...

CFP Board's new head of gender diversity lays out her agenda

January 30, 2018

Kathleen McQuiggan wants to see more females in financial services, not just because she's a woman, but because she believes greater diversity is good for the industry, and ultimately good for financial planning clients. Ms. McQuiggan, 49, is...

2018 outlook in bond investing calls for change

January 6, 2018

The bond market is bracing for change in 2018. With a backdrop of a handful of expected interest-rate hikes from the Federal Reserve Board of Governors, this year could represent the start of the first bear market in bonds since the 1980s. If...

Pershing's Lisa Dolly asks one key question to judge a job candidate

November 18, 2017

In 1988, when Lisa Dolly was hired right out of college into Pershing's corporate trainee program, she felt the spotlight on her: She was a woman working in the financial services industry. Even after becoming CEO of that same firm last year,...

Leaning on stocks, not afraid to hold cash

September 8, 2014

It's one thing to talk about how others should be investing, quite another to lay it on the line and actually show how you're managing your own portfolio. With that in mind, InvestmentNews is taking a close look at how financial advisers allocate...

Adviser uses a bond ladder in his own IRA, believes 'safety trumps yield'

October 2, 2014

It's one thing to talk about how others should be investing, quite another to lay it on the line and actually show how you're managing your own portfolio. With that in mind, InvestmentNews is taking a close look at how financial advisers allocate...

This adviser loves stocks, hates bonds

August 26, 2014

It's one thing to talk about how others should be investing, quite another to lay it on the line and actually show how you're managing your own portfolio. With that in mind, InvestmentNews is kicking off a new feature called My Portfolio, which...

FPA names president-elect

October 7, 2012

Janet Stanzak was named the FPA's 2013 president-elect, taking over as president in 2014, it was announced at the conference. She will follow next year's president, Michael Branham, as the association's leader. Ms. Stanzak is principal and owner...

Moody's alters how it rates asset managers

October 20, 2013

Moody's Investors Service is upgrading its methodology for rating asset managers, and part of the process involves soliciting feedback from global market participants. Last Tuesday, Moody's published a draft form of a credit ratings methodology...

Investors pile into equities

April 14, 2013

Optimism abounds among individual investors, setting the stage for another stock market milestone. Roughly $85 billion moved out of money market funds in the past three months, with at least half going into equity mutual funds — a bullish indicator,...

Genworth deal completed

September 8, 2013

Genworth Financial Wealth Management Inc. last Tuesday kicked off its first day as an independent investment management platform, following the completion of its sale by Genworth Financial Inc. The $412 million deal, originally announced in...

SEC member Gallagher defiant on comment

April 28, 2013

A week after Securities and Exchange Commission member Daniel M. Gallagher was accused by some of exaggerating the looming risks in the municipal bond market with an “Armageddon” reference, he is making no apologies for attempting to raise...

Natixis acquires $13.5 billion asset manager

October 21, 2012

Natixis Global Asset Management LP is beefing up its fixed-income asset management capabilities with the acquisition of McDonnell Investment Management LLC. Natixis, which has $711 billion under management, announced last Tuesday that it had...

Specter of Facebook's ugly debut looms over Twitter IPO

September 22, 2013

Ever since Twitter Inc. two weeks ago said that it had filed to go public, the temptation has been to draw comparisons to the now-infamous May 2012 public offering of Facebook Inc. The popular theory seems to be that Twitter should be able to...

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