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Jeff Benjamin

Senior Columnist, Registered Investment Advisers

Jeff Benjaminhttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=JBENJAMIN&maxw=220&cci_ts=20180322055555

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

Future for RIAs bright and challenging

Mar 19, 2018

United Capital's Matt Brinker talks about the outlook for independent financial advisory firms


The importance of looking at new fee models

Mar 17, 2018

Asset-based pricing is just one way of pricing. It's time to go beyond your comfort zone


What the next market downturn means for small RIAs

Mar 17, 2018

Firms that have enjoyed AUM growth because of the runup in stocks may find it hard to adjust to declining revenues if the market suffers a major correction

DOL reaction-main

DOL rule may be history, but a fiduciary standard still in the works

Mar 16, 2018

Advisers and brokers alike believe that the SEC will deliver a fiduciary standard because consumers want it


Merrill vets ready to recharge breakaway recruiting efforts

Mar 14, 2018

After regrouping in wake of broker-protocol exits, Snowden Lane Partners is ready to recruit wirehouse brokers and RIAs

Ron Carson-main

Ron Carson: I'll leave Cetera if it's sold to LPL

Mar 14, 2018

Head of the Carson Group, who was affiliated with LPL for 28 years, tells his 48 partner firms he has no intention of returning to his old broker-dealer


UBS plans to cut 840 funds from its platform

Mar 14, 2018

Broker-dealer will remove about 20% of its 4,200 funds, a trend among wirehouses with several possible reasons behind it


How to improve gender diversity in financial advice

Mar 12, 2018

The industry needs to change the perception of wealth management from 'old boys' club' sales to modern financial problem-solving


Advisers use tax planning as a hook to find more clients

Mar 9, 2018

Adding a tax practice enables 'deeper and stickier' client relationships

View all stories by Jeff »

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