data
query
queries
{
"author": {
"name": "Jeff Berman",
"webUrl": "/author/profile/jeff-berman/",
"description": "Jeff joined the ThinkAdvisor team as a staff reporter in July 2019. Before joining ThinkAdvisor, he was a freelance reporter for five years, covering mainly technology, business, media and entertainment news for publications including The Miami Herald, Newsday, TheStreet.com, Long Island Press and multiple American City Business Journals websites. He also reported for several consumer electronics publications and was a technology reporter for publications of the Media & Entertainment Services Alliance. Prior to that, he worked as a reporter and editor for Consumer Electronics Daily and other Warren Communications News publications for 15 years. He graduated with an MA in journalism from New York University.",
"imageLarge": "https://secure.gravatar.com/avatar/165401fb21d9585644c231c3c086edb0?s=136&d=mm&r=g",
"estimate": 26,
"social": [
{
"network": "twitter",
"value": ""
},
{
"network": "linkedin",
"value": ""
},
{
"network": "facebook",
"value": ""
},
{
"network": "googlePlus",
"value": ""
}
],
"articles": [
{
"uri": "/2021/03/12/times-running-out-on-ppp-loans-but-rias-have-other-options-412-113189/",
"title": "Time's running out on PPP loans, but RIAs have other options",
"byline": "Jeff Berman",
"kicker": "News",
"prettyDate": "March 12, 2021",
"timeToRead": "5 minute",
"image": {
"uri": "https://images.benefitspro.com/contrib/content/uploads/sites/412/2021/03/clock-watches-time.jpg",
"width": "614",
"height": "411"
},
"authors": [
{
"webUrl": "/author/profile/jeff-berman/",
"name": "Jeff Berman"
}
],
"kickerNode": [
{
"uri": "/news/",
"sectionName": "News"
}
],
"summary": "Execs from Live Oak Bank and DeVoe & Co. discuss SBA and other loans available for financial advisors.",
"body": null
},
{
"uri": "/2021/03/02/advisors-must-go-digital-or-die-panel-412-112483/",
"title": "Advisors must go digital or die: Panel",
"byline": "Jeff Berman",
"kicker": "News",
"prettyDate": "March 02, 2021",
"timeToRead": "6 minute",
"image": {
"uri": "https://images.benefitspro.com/contrib/content/uploads/sites/412/2021/03/advisor-broker-man-mistake-stress-technology.jpg",
"width": "616",
"height": "411"
},
"authors": [
{
"webUrl": "/author/profile/jeff-berman/",
"name": "Jeff Berman"
}
],
"kickerNode": [
{
"uri": "/news/",
"sectionName": "News"
}
],
"summary": "Experts from firms including Broadridge and Edward Jones explain how tech can, and must, be used to meet clients' demands.",
"body": null
},
{
"uri": "/2020/12/30/10-tax-changes-in-new-covid-relief-package-412-109354/",
"title": "10 tax changes in new COVID relief package",
"byline": "Jeff Berman",
"kicker": "News",
"prettyDate": "December 30, 2020",
"timeToRead": "2 minute",
"image": {
"uri": "https://images.benefitspro.com/contrib/content/uploads/sites/412/2020/12/Levine-Jeff-2-MI.jpg",
"width": "0",
"height": "0"
},
"authors": [
{
"webUrl": "/author/profile/jeff-berman/",
"name": "Jeff Berman"
}
],
"kickerNode": [
{
"uri": "/news/",
"sectionName": "News"
}
],
"summary": "Most of your clients will qualify for at least one tax benefit under the law Trump just signed, CPA Jeffrey Levine says.",
"body": null
},
{
"uri": "/2020/12/08/ellevest-gets-7-5m-investment-from-allianz-life-412-108249/",
"title": "Ellevest gets $7.5M investment from Allianz Life",
"byline": "Jeff Berman",
"kicker": "News",
"prettyDate": "December 08, 2020",
"timeToRead": "2 minute",
"image": {
"uri": "https://images.benefitspro.com/contrib/content/uploads/sites/412/2020/12/success-woman-business.jpg",
"width": "0",
"height": "0"
},
"authors": [
{
"webUrl": "/author/profile/jeff-berman/",
"name": "Jeff Berman"
}
],
"kickerNode": [
{
"uri": "/news/",
"sectionName": "News"
}
],
"summary": "Funds will help the digital-advice platform for women expand its business, say CEO Sallie Krawcheck and other executives.",
"body": null
},
{
"uri": "/2020/11/20/15-pro-athletes-scammed-by-financial-advisors-412-106857/",
"title": "15 pro athletes scammed by financial advisors",
"byline": "Jeff Berman",
"kicker": "News",
"prettyDate": "November 20, 2020",
"timeToRead": "1 minute",
"image": {
"uri": "https://images.benefitspro.com/contrib/content/uploads/sites/412/2020/11/baseball-player-athlete.jpg",
"width": "0",
"height": "0"
},
"authors": [
{
"webUrl": "/author/profile/jeff-berman/",
"name": "Jeff Berman"
}
],
"kickerNode": [
{
"uri": "/news/",
"sectionName": "News"
}
],
"summary": "NBA, NFL and NHL stars earn lots of money quickly, becoming ripe targets for fraudsters.",
"body": null
},
{
"uri": "/2020/10/22/how-new-tech-can-really-help-advisors-cerulli-412-105822/",
"title": "How new tech can help advisors: Cerulli",
"byline": "Jeff Berman",
"kicker": "News",
"prettyDate": "October 22, 2020",
"timeToRead": "4 minute",
"image": {
"uri": "https://images.benefitspro.com/contrib/content/uploads/sites/412/2020/10/product-roundup-hand-cubes-tech.jpg",
"width": "0",
"height": "0"
},
"authors": [
{
"webUrl": "/author/profile/jeff-berman/",
"name": "Jeff Berman"
}
],
"kickerNode": [
{
"uri": "/news/",
"sectionName": "News"
}
],
"summary": "On average, advisors who were heavy tech users managed $239 million per practice, compared to medium users, who managed $183 million.",
"body": null
},
{
"uri": "/2020/10/14/4-tax-planning-moves-to-make-if-trump-wins-reelection-412-105271/",
"title": "4 tax planning moves to make if Trump won the election",
"byline": "Jeff Berman",
"kicker": "Market Insights",
"prettyDate": "October 14, 2020",
"timeToRead": "2 minute",
"image": {
"uri": "https://images.benefitspro.com/contrib/content/uploads/sites/412/2020/10/trump-mar-5-2020-bloomberg.jpg",
"width": "0",
"height": "0"
},
"authors": [
{
"webUrl": "/author/profile/jeff-berman/",
"name": "Jeff Berman"
}
],
"kickerNode": [
{
"uri": "/market-insights/",
"sectionName": "Market Insights"
}
],
"summary": "While Trump has no formal second-term tax platform, he has suggested a few possible changes.",
"body": null
},
{
"uri": "/2020/10/06/ex-commonwealth-rep-pleads-guilty-to-stealing-over-3-7m-from-clients-412-104974/",
"title": "Ex-Commonwealth rep pleads guilty to stealing over $3.7M from clients",
"byline": "Jeff Berman",
"kicker": "News",
"prettyDate": "October 06, 2020",
"timeToRead": "4 minute",
"image": {
"uri": "https://images.benefitspro.com/contrib/content/uploads/sites/412/2020/10/fraud-employee.jpg",
"width": "0",
"height": "0"
},
"authors": [
{
"webUrl": "/author/profile/jeff-berman/",
"name": "Jeff Berman"
}
],
"kickerNode": [
{
"uri": "/news/",
"sectionName": "News"
}
],
"summary": "The barred broker and advisor pleaded guilty to one count each of wire fraud, mail fraud and identity theft. ",
"body": null
},
{
"uri": "/2020/08/18/12b-1-fees-still-on-secs-radar-as-scf-agrees-to-repay-567k-412-102616/",
"title": "12b-1 fees still on SEC's radar as SCF agrees to repay $567K",
"byline": "Jeff Berman and Melanie Waddell",
"kicker": "News",
"prettyDate": "August 18, 2020",
"timeToRead": "3 minute",
"image": {
"uri": "https://images.benefitspro.com/contrib/content/uploads/sites/412/2020/08/secbuildinghqnljmi.jpg",
"width": "616",
"height": "372"
},
"authors": [
{
"webUrl": "/author/profile/jeff-berman/",
"name": "Jeff Berman"
},
{
"webUrl": "/author/profile/melanie-waddell/",
"name": "Melanie Waddell"
}
],
"kickerNode": [
{
"uri": "/news/",
"sectionName": "News"
}
],
"summary": "Regulator says the RIA also will pay a fine of $200,000 to settle issues tied to funds with undisclosed revenue and higher costs.",
"body": null
},
{
"uri": "/2020/06/08/advisors-scrambling-to-meet-reg-bi-compliance-deadline-412-99223/",
"title": "Advisors scrambling to meet Reg BI compliance deadline",
"byline": "Jeff Berman",
"kicker": "News",
"prettyDate": "June 08, 2020",
"timeToRead": "5 minute",
"image": {
"uri": "https://images.benefitspro.com/contrib/content/uploads/sites/412/2020/06/08-Hourglass-Sand-Time_MI.jpg",
"width": "616",
"height": "372"
},
"authors": [
{
"webUrl": "/author/profile/jeff-berman/",
"name": "Jeff Berman"
}
],
"kickerNode": [
{
"uri": "/news/",
"sectionName": "News"
}
],
"summary": "Industry execs speculate on what to expect from regulators once the rule goes into effect.",
"body": null
}
]
}
}