Jeff Benjamin 

Displaying 8 results
Active ETFs catch the eye of RIAs and big funds, too
NEWS RIAS JAN 24, 2022
Active ETFs catch the eye of RIAs and big funds, too

According to CFRA data, through the end of last year, active ETFs made up 4% of all ETF assets, and represented 10% of ETF net inflows in the past year.

Active managers are getting a smaller slice of the pie
INVESTING ETFS JAN 24, 2022
Active managers are getting a smaller slice of the pie

The debate over active versus passive strategies may be coming to a close.

Financial advice in the 21st century
YOUR PRACTICE FINTECH NOV 08, 2021
Financial advice in the 21st century

Evolving technology, increasing longevity and cryptocurrencies will all play a role in the future of advice, according to seven experts from across the wealth management industry.

Schwab's Hathi recommends advisers leverage technology for scale and personalized services
YOUR PRACTICE FINTECH NOV 20, 2020
Schwab's Hathi recommends advisers leverage technology for scale and personalized services

Take digital as far as possible to free up human capital

How balanced portfolios recovered after six major market events
INVESTING EQUITIES MAR 19, 2020
How balanced portfolios recovered after six major market events

Here's a look at how a basic portfolio of 60% stocks and 40% bonds performed following six major market events in recent decades

2019 Icon: Sheryl Garrett
YOUR PRACTICE PRACTICE MANAGEMENT FEB 04, 2019
2019 Icon: Sheryl Garrett

Founder, Garrett Planning Network

INVESTING ETFS MAY 03, 2009
Wall Street's world turned upside down

The day of reckoning has come for the financial services industry.

NEWS INDUSTRY NEWS MAY 12, 2008
SMAs continue to win over advisers despite drop in growth

In the midst of a pause in a decade-long growth spurt, the separately managed accounts industry continues to win over independent financial advisers, many of whom are generally wary of the products' complexity.