« Staff Listing

Jeff Benjamin

Senior Columnist, Registered Investment Advisers

staff
Jeff Benjaminhttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=JBENJAMIN&maxw=220&cci_ts=20171117142653

Jeff Benjamin writes InvestmentNews’ bi-weekly On Investing column. He also writes stories related to investments, the economy and the markets. An avid golfer and fisherman, Jeff is a self-professed investment nerd "just trying to make a difference and get paid for it."

Recent Articles

solar-energy

Advisers ignore 'responsible investing' at their own risk

Nov 17, 2017

Women, millennials and those worth at least $10 million are the biggest fans of SRI or ESG strategies, says Nuveen's Marcus Valesco

Screenshot 2017-11-15 16.36.17

RIA valuations too specific to base on other sales

Nov 15, 2017

Selling advice firms to internal successors are toughest types of transactions, experts at Schwab Impact report

M&A-main

Breakaway broker deals a drag on M&A activity in third quarter

Nov 7, 2017

The 29 deals in the third quarter compare with 45 and 40 deals in the first and second quarters, respectively

taxes-main

Tax reform: Advisers spy loopholes in proposed pass-through tax rules

Nov 6, 2017

The House bill seeks to limit the 25% rate to manufacturers, but still creates opportunities for strategic tax management

Screenshot 2017-10-23 12.51.18

Fintech firms to use dark web to improve cybersecurity for advisers

Oct 31, 2017

United Planners, Redtail and others collaborate to launch a safer cyberspace for data

Hamburger-main

Did Morgan Stanley just kill the broker protocol agreement?

Oct 31, 2017

A leading compliance expert says firm's decision significantly ups chances of others following suit.

UBS

UBS scales back recruitment loans, boosts profits

Oct 27, 2017

Short-term benefits aside, skeptics see challenges with sustainability of cutting back on recruiting at brokerages

Weissbluth-main

Private equity firm Thomas H. Lee Partners buys stake in HighTower

Oct 25, 2017

The private equity firm will buy out existing institutional investors and invest an additional $100 million in the RIA

Screenshot 2017-10-23 19.18.16

TD Ameritrade triples time before it charges fees on popular ETFs

Oct 23, 2017

Extending free trading of Vanguard and iShare ETFs to January

etrade-main

E*Trade gains a foothold in the RIA space, but it is going up against bigger competitors

Oct 20, 2017

With the acquisition of Trust Company of America, the discount broker hopes to get closer to financial advisers and keep more customer assets on its platform

View all stories by Jeff »