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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=20170425221133

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

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Morgan Stanley snags national sales director Jeffrey Tucker from Merrill Lynch

Apr 25, 2017

Industry veteran will start at Morgan in the third quarter

REIT

Nuveen adds direct real estate to target-date funds

Apr 24, 2017

Company is leveraging the expertise of TIAA-CREF to reduce portfolio volatility

Meeting-Main

Financial counseling adds new area of expertise to financial advice industry

Apr 21, 2017

RIAs are embracing the 'softer side' of financial planning

Referral-main

TD Ameritrade and Fidelity tweak RIA referral fees ahead of DOL fiduciary rule

Apr 21, 2017

TD is dropping its fees, while Fidelity is giving is RIAs fewer options on how to pay for referrals

AR-main

Focus Financial's latest private equity partnership puts IPO on back burner

Apr 19, 2017

KKR, Stone Point investment puts value of RIA roll-up at $2B, but doesn't answer the question of whether an IPO would be successful

hightower-main

HighTower CEO confirms it is buying WealthTrust, its biggest deal ever

Apr 13, 2017

Sixth RIA deal in 18 months pushes HighTower's AUM to nearly $46 billion

WellsEarnings-main

Wells Fargo scandal cost the bank another 225 reps

Apr 13, 2017

Earnings hold steady but the bank has now lost 429 reps over the past six months

Entrepreneur Clients-main

RIAs zero in on golden goose of client prospecting: entrepreneurs

Apr 13, 2017

Advisers who like risk-tolerant, type-A clients are a fit with entrepreneurs

Brinker-main

Brinker Capital rolls out DOL fiduciary rule-friendly funds

Apr 12, 2017

The firm's new Destinations Funds are designed to meet standards set by the pending regulation

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To serve millennials, advisers must adjust not only fees but their mindset

Apr 10, 2017

Advisers have to make accommodations, but some believe the changes are worth it to forge deep and long-term relationships with young clients

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