« Staff Listing

Jeff Benjamin

Senior Columnist, Registered Investment Advisers

staff
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

Brown-Valerie

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

harassment-main

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

MergerM&A-Main

Brown Advisory acquires Signature Family Wealth Advisors

Nov 16, 2018

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

buy-Main

Mercer Advisors bags its third RIA this month

Nov 15, 2018

Aggressive growth strategy pushes Mercer assets to $14.5 billion

BobOros-main

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

PaceJosh-main

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

AdolfRudy-main

Focus Financial Partners not afraid of market volatility

Nov 13, 2018

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

finracommonwealth-main

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

MergerAcquisition-Main

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

Marketing1-Main

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 »

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.