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Jeff Benjamin

Senior Columnist

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Jeff Benjaminhttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=JBENJAMIN&maxw=220&cci_ts=20170220060348

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

Small custodians compete for advisers with niche needs

Feb 17, 2017

Though dwarfed in size by their bigger competitors, small custodians serve thousands of loyal RIA clients

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Mercer Advisors acquiring its way to national family office status

Feb 17, 2017

PE-owned firm makes six deals in 13 months, pushing to $10B AUM

RIAs at odds over fees for clients' cash balances

Feb 10, 2017

For many advisers, whether to charge on cash depends on how much time they spend managing those assets.

DOL fiduciary rule class-actions costs could top $150M a year

Feb 9, 2017

The plaintiff's bar is licking its chops, looking for a new class to represent

RIAs without a succession plan should take these steps immediately

Feb 2, 2017

Getting life insurance is a good start, and putting a continuity plan in place allows for changes down the road, says consultant David DeVoe

Banks, credit unions could start buying advisory practices

Feb 1, 2017

LPL among the firms to benefit from the expanded distribution of financial advice

DOL rule or not, be prepared to defend investments, fees under a fiduciary standard

Feb 1, 2017

Whatever the fate of the Labor Department's regulation, the best-interests cat is out of the bag, a panel tells advisers at the TD Ameritrade conference

Smarter sellers, buyers bog down RIA M&A activity

Jan 30, 2017

New Fidelity report calculates 104 deals last year compared to 138 in 2015, partially due to growing gaps between what buyers are willing to pay and what sellers are seeking

Aspiriant's focus on scale and aggregation makes it a top-tier RIA consolidator

Jan 24, 2017

CEO Rob Francais turns RIA sellers into owners

Fidelity's Bob Oros to take over as CEO of HD Vest

Jan 23, 2017

RIA-industry veteran will replace Roger Ochs at the $37B wealth management firm

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