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Jeff Benjamin

Senior Columnist, Registered Investment Advisers

Jeff Benjaminhttps://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=JBENJAMIN&maxw=220&cci_ts=20181118060515

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


From the C suite with Advisor Group's Valerie Brown: Everyone must contribute

Nov 17, 2018

The executive chairwoman expects staff at every level to 'show up,' and thinks diverse opinions lead to better results


They have little tolerance for sexual harassment, but most advice firms lack formal policies

Nov 17, 2018

Industry conferences take lead in adopting formal policies, where harassment has been a problem in the past


Brown Advisory acquires Signature Family Wealth Advisors

Nov 16, 2018

Signature, a $4.3 billion family office, will keep its name after the merger


Mercer Advisors bags its third RIA this month

Nov 15, 2018

Aggressive growth strategy pushes Mercer assets to $14.5 billion


Quick change in plans has Bob Oros headed to HighTower

Nov 14, 2018

Two weeks ago, public was told he was leaving top job at HD Vest after less than two years to spend time with family


TCA by E*Trade lures Edelman Financial Engines with promise of client referrals

Nov 13, 2018

Access to clients through E*Trade's 30 branch offices drew the attention of RIA Edelman Financial Engines


Focus Financial Partners not afraid of market volatility

Nov 13, 2018

CEO Rudy Adolf defends business model during earnings call; shares drop 12%


Finra finds Commonwealth Financial overcharged these investors

Nov 12, 2018

Broker-dealer returns to investors the nearly $900,000 it gained by placing clients in higher-cost funds


Mercer Advisors moves toward $14 billion AUM with Sigma deal

Nov 12, 2018

Mercer stands out as an aggressive buyer of RIAs, having done more than a dozen deals in two years


Avoiding management overload by delegating

Nov 9, 2018

Julia Carlson learned to manage her fast-growing practice by spreading responsibility and accountability across the leadership team

View all stories by Jeff »


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