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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=20180119182915

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

Carson-main

Carson Group platform gives investors financial planning choices

Jan 18, 2018

Clients will be able to choose robo or human advice, as well as some options in between

TD Ameritrade-main

TD Ameritrade finds momentum in its new model portfolio marketplace

Jan 17, 2018

The platform is designed for advisers who want to have a hand in portfolio construction, but are also concentrating on other areas of the financial planning process

Deal

Lightyear Capital takes 50% stake in $9 billion HPM Partners

Jan 16, 2018

Private equity backing could fuel acquisitions by the large RIA

merger-main

Segall Bryant & Hamill acquires Denver Investments, creating $20B wealth manager

Jan 12, 2018

The deal brings together two fund families and financial advisory businesses

women-main

Increasing the number of women advisers an uphill climb

Jan 12, 2018

Theories abound, but little agreement on why it's so difficult to get more females into the adviser workforce

RIA-main

Arizona advisory firms partner to create $730M business

Jan 10, 2018

Ashton Thomas Private Wealth in Scottsdale, Ariz., will see a near-50% increase in assets under management to $730 million through a partnership with Tucson-based Financial Architects.

Merger-main

Mercer Advisors acquires two RIAs as M&A activity heats up

Jan 9, 2018

Five deals this month already beats last year's quarterly consolidation pace

Health-care-medical-retirement-money-iStock-Web

Growth of HSAs opens new market for financial advisers

Jan 8, 2018

Health savings accounts are an investment planning opportunity, given most of their $45 billion sits in cash

merger 2

The Colony Group adds $1.5 billion in double merger

Jan 8, 2018

Focus Financial partner firm has done seven deals since 2011

Bonds

2018 outlook in bond investing calls for change

Jan 6, 2018

Five fixed income experts prophesize about a year of increasing rates

View all stories by Jeff »

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