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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=20180527114134

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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Focus Financial IPO could be a sell signal for RIAs

May 25, 2018

The $100 million stock offering will fine-tune RIA valuations


Meet William Glubiak, CEO of $2 billion firm Cedar Brook Group

May 24, 2018

He's pursuing an aggressive growth strategy and learning from past mistakes


Former Royal Alliance broker arrested, charged with fraud

May 24, 2018

Veteran broker Gary Basralian is charged with stealing millions, 'preying on elderly women'


From the C Suite with ProVise's Ray Ferrara: The best leaders know when it's time to follow

May 23, 2018

The chairman and CEO wants to set a better example for his colleagues by not always being the first one in the office and the last to leave


RIA in a Box acquired by private equity firm Aquiline Capital

May 23, 2018

New owners plan more growth for the software service provider


Unlimited vacation time: a nice perk no one expects you'll use

May 21, 2018

It helps advisory firms recruit, but employees soon realize it's really not practical to take much more time off than the average worker


UBS wins $9.7 million Finra award

May 18, 2018

Brokerage recoups settlement costs from a lawsuit filed by the ex-wife of a former client


Using sabbaticals to attract and retain top talent

May 17, 2018

At Balasa Dinverno Foltz, every five years of service earns a four-week sabbatical to 'relax and rejuvenate'


Financial advisers embrace virtual offices

May 12, 2018

More advisers are coming to the realization that they no longer need regular face-to-face office meetings with clients and can work remotely from wherever they want


Adviser's Consultant: Building a flexible succession plan

May 11, 2018

At 74, Jack Hillis can retire or work till he 'croaks,' knowing his clients will be taken care of

View all stories by Jeff »


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