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Jeff Benjamin

Senior Columnist

Jeff Benjaminhttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=JBENJAMIN&maxw=220&cci_ts=20170624131240

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


New military pension rules need financial advisers to step up and serve

Jun 23, 2017

Matching defined contribution plan expected to see more money, more need for sound advice

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Vanguard rides robo-advice wave to $65B in assets

Jun 20, 2017

Personal Advisor Services, four times the size of its closest competitor, combines digital and human touch

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Advisers need to get on board with the digital revolution

Jun 16, 2017

Both young and old clients expect to be able to have digital interactions with their advisory firm


Pershing to roll out a no-transaction-fee ETF platform

Jun 15, 2017

The platform, named FundVest ETF, will initially offer 120 ETFs


Former Treasury Secretary Jack Lew: DOL fiduciary rule has 'important purpose'

Jun 15, 2017

Mr. Lew, who served under the Obama administration from 2013 through the start of 2017, acknowledged the rule has "unintended consequences"


What should really happen at client meetings. Hint: It's not discussing investments.

Jun 13, 2017

Experts explain how to draw out the truest intentions and values of those who seek full financial advice


Morgan Stanley to let financial advisers text clients

Jun 13, 2017

The move is part of an enhanced digital approach the firm plans to roll out in stages over the next several months


Mercer Advisors names Dave Welling CEO

Jun 13, 2017

After nine years, David Barton is out


RIA firms ride consolidation wave

Jun 3, 2017

Fueled in part by succession planning among older advisers, the registered investment advisory space saw a record 44 mergers and acquisitions during the first quarter of 2017.


Financial advisers do whatever it takes to avoid talking politics with clients

Jun 2, 2017

Polarizing political climate has advisers getting creative to turn conversations away from President Trump

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