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.

Betterment and Wealthfront Diverge After Years of Rivalry

The two largest robo-advisor startups, Betterment and Wealthfront, were once battling for the same millenial market, but in recent years they have diverged and now serve very different purposes, InvestmentNews writes.

Digital and Then Some Vs. Digital-Only

The Problem of Money Laundering and Protections Against It

Wealth managers can be targets for money launders due to their small compliance teams, lack of resources and eagerness for new clients...

Former Baird Employee Claims He Is Owed $4 Million in Lawsuit

Broker-dealer Robert W. Baird is being sued by a former employee for alleged unpaid wages of at least $4 million, AdvisorHub writes. Jason Kirkland, who filed the lawsuit, claims that he is owed bonuses for the brokers he recruited before being unexpectedly dismissed, according to the publication.

What the Suit Says and What It Asks For

Why Advisors Shouldn't Drive Fast Red Cars

New research finds that a hedge fund manager’s car could predict how their funds perform...

How to Protect High-Net-Worth Families From Cybercrime

While everyone is at risk of being a victim of cybercrime, high-net-worth families are more likely to be targets, WealthManagement.com writes.