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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=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

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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

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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

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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

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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

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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.

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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

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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 »