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Jeff Benjamin

Senior Columnist, Registered Investment Advisers

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Jeff Benjaminhttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=JBENJAMIN&maxw=220&cci_ts=20171217201908

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

Money chasing

RIAs struggle to keep clients grounded amid stock market euphoria

Dec 14, 2017

With equities at record levels, financial advisers are confronted with realities of greed and fear

David Bach

David Bach wants to turn RIAs into 'local celebrities'

Dec 13, 2017

Best-selling author and marketing guru rolls out welcome mat for smaller advisers looking to be on TV and radio, and write books

JohnCoyneIII

Brinker Capital co-founder and vice chairman John Coyne III resigns

Dec 13, 2017

The $21B investment management firm continues to push toward RIA market

Scott Slater

Fidelity's Scott Slater says PE shops will increase their pursuit of RIAs

Dec 11, 2017

Advisory firms should consider both the advantages of deeper pockets and the drawbacks of less freedom

BucketMoney

Why private equity wants a piece of the RIA market

Dec 9, 2017

Several factors, including consolidation in the independent advice industry and PE's own growing mountain of cash, are fueling the zeal to invest

LPL-main

LPL signs $530 million NPH-firm, Fross & Fross Wealth Management

Dec 7, 2017

Firm chooses LPL for its size and support system

Money chasing

What advisers should consider before taking a capital infusion

Dec 7, 2017

Many RIAs have access to external cash, but should be clear on how that money would be used and the motivations and time line of the investor

Risk_tightrope

Broker protocol is good for firms and clients, study finds

Dec 6, 2017

University of Kentucky professors at MarketCounsel Summit say letting advisers "own the client relationship" benefits industry employers

Fear time adviser danger

Terrorist groups take a lesson from corporations

Dec 5, 2017

Citing the emergence of ISIS, expert tells advisers that terror organization's stability can be attributed to a strict and detailed organizational structure, much like a traditional corporation

Morgan_stanley-1

Morgan Stanley taps LifeYield to boost tax alpha across client accounts

Nov 30, 2017

16,000 advisers will be able to leverage tech platform to coordinate holdings for each household

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