Contributor

Ben Lee

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.

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Articles: 158
Contributing since: 2016

Latest from Ben Lee

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

Practice Management Jun 3, 2022

More from Ben Lee

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.

RIA Knowledgebase

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.

RIA Knowledgebase

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.

RIA Knowledgebase

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.

Portfolio Construction

SEC Chief Signals New Rules That Could Threaten Robinhood, Citadel

Robinhood Markets and Citadel Securities had starring roles in the GameStop Corp. trading frenzy that rocked financial markets this year.

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