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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=20170920212951

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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Ron Carson rebrands his $8.5B firm

Sep 20, 2017

Peak Advisor Alliance becomes Carson Group Coaching


Morningstar CEO Kunal Kapoor tells advisers to embrace technology

Sep 20, 2017

He says technology is changing the industry, but it is a long way from taking over and replacing human advisers

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Betterment partners with BlackRock, Goldman to offer more portfolio options

Sep 13, 2017

Robo-advice pioneer gets more sophisticated with smart-beta offering


Focus Financial adds $1.5B Eton Advisors to its stable

Sep 12, 2017

Deal puts 2017 ahead of last year's pace for transactions in the RIA space involving firms with more than $1 billion under management

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Tailor advisory fees to each client's needs

Sep 11, 2017

Key is getting people to focus on the value of service, rather than the price

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Advisory firms have to stop treating all advisers the same

Sep 8, 2017

Top performers should be given preference for advancement, according to one consultant


Joel Bruckenstein discusses how technology will disrupt the status quo in financial advice

Sep 7, 2017

Advisers need to look other industries that have adapted successfully, Mr. Bruckenstein, the president of Technology Tools for Today, said at the Insider's Forum conference


Bob Veres predicts new investment model that could give advisers edge over competition

Sep 7, 2017

Says advisers might one day get client portfolio advice directly from asset managers


LPL putting pressure on affiliates to recruit advisers to its corporate RIA

Sep 1, 2017

Internal memo details policies that discourage new advisers from using outside registered investment advisers


Financial industry steps up in Harvey's wake

Aug 31, 2017

Individuals and firms are donating time and money to help storm victims

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