Ben Lee

Contributor

Mr. Lee hails from Houston by way of Shanxi. A longtime investment analyst and financial commentator before the 2008 crash, he has since concentrated on providing consultant services to clients in the securities and employer benefits industries.

Using Tech for a Paperless Back Office

Due to advancements in technology, financial advisors are getting ever closer to achieving the coveted paperless back office

Canadian RIA CI Gets Serious About US M&A

CI Financial will spend $5.1 billion to acquire Dowling & Yahnke as the Canadian RIA continues to expand its presence in the United States.

COVID Hiring Freeze Ends At Edward Jones

The wealth management network said in a statement that it would begin hiring second-career recruits again but do so in a slow and thoughtful manner.

Merrill Launches Paperless Account Onboarding

It isn't about advisor efficiency. Traditional Wall Street firms are desperate to compete against the convenience of competing robo investing tools.

Legendary Yale Endowment Manager David Swenson Is Dead

Swenson had been on leave to receive treatment for cancer. He will be remembered as a pioneer in alternative assets and an advocate for rebalancing.