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Jeff Benjamin

Senior Columnist, Registered Investment Advisers

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Jeff Benjaminhttps://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=JBENJAMIN&maxw=220&cci_ts=20190326233108

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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Bronfman Rothschild acquisition creates $10 billion RIA

Mar 26, 2019

NFP Corp. is buying Bronfman Rothschild to combine with Sontag Advisory

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Client onboarding presents a critical first impression

Mar 25, 2019

The trick is finding the balance of smooth automation combined with the human touch

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Merger mania: Why consolidation in the RIA space is about to explode

Mar 23, 2019

The pace is expected to pick up as big firms seek to get even bigger and older advisers look to cash out

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Has the quarterly client newsletter become old news?

Mar 22, 2019

Some advisers still crank out quarterly newsletters for clients, while critics say the effort just lines the bottom of bird cages

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Finra budget to keep fees steady in 2019

Mar 21, 2019

Critics worry the regulator might be sending mixed messages about any dependence on fines

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Succession plan success story

Mar 19, 2019

When the need arose, Tobias Financial was able to trigger the plan that it had put in place a few years early

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FPA butts heads with Michael Kitces over $8 million in 'missing' funds

Mar 18, 2019

A Kitces blog post implying potential fraud and embezzlement triggers a biting FPA response

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ESG options scarce in 401(k) plans

Mar 16, 2019

There's growing interest among plan participants, but reluctance to add funds that take into account environmental, social and governance factors persists

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529 plans also miss the boat when it comes to ESG

Mar 16, 2019

You'd think a 529 college savings program would be the perfect vehicle for environmental, social and governance causes, but things appear stalled

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Sweeping Ed Butowsky lawsuit takes on 'left-wing media bias'

Mar 14, 2019

Texas financial adviser claims 'false allegations' by New York Times, CNN, Turner Broadcasting and Democratic National Committee 'upended' his life and business

View all stories by Jeff »

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