Jeff Benjamin
InvestmentNews
Des Moines, IA, United States
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More summer reading recommendations
If you’re looking for something to read this holiday weekend, here are suggestions of both fun and serious books from friends and colleagues across the wealth management industry. → Read More
What financial advisers are reading this summer
With warmer weather here and summer quickly approaching, it’s a perfect time to pick up a good book to enjoy. InvestmentNews has created a summer reading compilation of books suggested by top experts within the finance industry. Take a look at their fun reading suggestions and see if they interest you this summer. → Read More
Industry veterans put short-squeeze bedlam in perspective
The so-called short squeeze that drives up share prices is not new to the 2020s, but it is easier to execute, as exemplified by GameStop. → Read More
Advisers ponder systemic risks to markets posed by GameStop
Social media and ready access to mobile trading apps have helped push GameStop, a money-losing videogame business, to a $21 billion market cap. → Read More
Mutual fund assets continue to decline in 2020
Mutual funds registered a record $289 billion in outflows last year, according to a report from Morningstar. → Read More
Is it high time to invest in cannabis?
The tight group of cannabis ETFs investments are up between 28% and 55% in January, anticipating Federal approval. → Read More
Strong run for small-cap stocks is just getting started
Small-cap stocks' impressive rally off the March 2020 low should have financial advisers rethinking portfolio allocations heading into 2021. → Read More
Captrust adds $3.29 billion with MRA Associates deal
Captrust Financial Advisors has added $3.29 billion in assets under management with its purchase of MRA Associates, a 59-person firm. → Read More
The Rockefeller acquisition of a $1.4 billion Chicago family office
The Rockefeller acquisition, of the wealth management firm Whitnell & Co., bulks up its growing presence in the Midwest. → Read More
Mercer Global Advisors scoops up $800 million Atlanta RIA
Mercer Global Advisors said Tuesday that it's acquiring Kays Financial Advisory, an $800 million Atlanta-based registered investment adviser. → Read More
Boston Private acquired by Silicon Valley Bank for $900 million
Boston Private was acquired in a stock and cash deal that will create a $17.7 billion wealth management enterprise. → Read More
New fund brings private equity to the accredited masses
Bow River Capital has converted a fund investing primarily in private equity and private debt into a private equity interval fund. → Read More
Hightower acquires $8 billion Bel Air Investment Advisors
Hightower hit the deck running in 2021 with the acquisition of Bel Air Investment Advisors, an $8 billion wealth management firm. → Read More
advice-industry-starts-digest-secs-new-advertising-rule
As the dust settles around the SEC’s new advertising rule for advisers, the industry still has more questions than answers. → Read More
Scaramucci to launch SkyBridge Bitcoin fund
The new Scaramucci fund is designed to give wealthy investors exposure to Bitcoin and will be seeded with $20 million → Read More
What Tesla's entry into the S&P 500 means for portfolios
The Tesla entry marks the single largest addition in the history of the S&P 500. → Read More
Breakaway brokers share stories of obsatcles and triumphs
Breakaway brokers that made the move this year say the effort has been worth it. → Read More
UBS team managing $4.8 billion launches RIA
The move comes at the closes of 2020, which has seen fewer RIA team launches than previous years, but with higher average AUM. → Read More
Spouting Rock quadruples AUM with Penn Capital acquisition
Spouting Rock, an asset management firm, is looking to rollup boutique asset managers onto a single platform using a merger and acquisition strategy. → Read More
Wells Fargo bullish on 2021, encourages risk-on investing
The market watchers at Wells Fargo see the year ahead as poised for economic improvement and investing in equity performance. → Read More