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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=20171120010822

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


Pershing's Lisa Dolly asks one key question to judge a job candidate

Nov 18, 2017

CEO recommends women gather as many skills as possible while coming up


Advisers ignore 'responsible investing' at their own risk

Nov 17, 2017

Women, millennials and those worth at least $10 million are the biggest fans of SRI or ESG strategies, says Nuveen's Marcus Valesco

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RIA valuations too specific to base on other sales

Nov 15, 2017

Selling advice firms to internal successors are toughest types of transactions, experts at Schwab Impact report


Breakaway broker deals a drag on M&A activity in third quarter

Nov 7, 2017

The 29 deals in the third quarter compare with 45 and 40 deals in the first and second quarters, respectively


Tax reform: Advisers spy loopholes in proposed pass-through tax rules

Nov 6, 2017

The House bill seeks to limit the 25% rate to manufacturers, but still creates opportunities for strategic tax management

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Fintech firms to use dark web to improve cybersecurity for advisers

Oct 31, 2017

United Planners, Redtail and others collaborate to launch a safer cyberspace for data


Did Morgan Stanley just kill the broker protocol agreement?

Oct 31, 2017

A leading compliance expert says firm's decision significantly ups chances of others following suit.


UBS scales back recruitment loans, boosts profits

Oct 27, 2017

Short-term benefits aside, skeptics see challenges with sustainability of cutting back on recruiting at brokerages


Private equity firm Thomas H. Lee Partners buys stake in HighTower

Oct 25, 2017

The private equity firm will buy out existing institutional investors and invest an additional $100 million in the RIA

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TD Ameritrade triples time before it charges fees on popular ETFs

Oct 23, 2017

Extending free trading of Vanguard and iShare ETFs to January

View all stories by Jeff »