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Jeff Benjamin

Senior Columnist, Registered Investment Advisers

Jeff Benjaminhttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=JBENJAMIN&maxw=220&cci_ts=20170823225358

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


Thrivent Financial quietly expands beyond Christians

Aug 23, 2017

From its origins with Lutherans, the world's largest fraternal organization now aims to serve 'middle America'


Odds are, the $700M Powerball winner will need lots of advice

Aug 23, 2017

A good financial adviser — or, better yet, a team of them — would provide a sense of perspective and calm that would hopefully prevent this winner from following in the footsteps of so many past winners who wound up broke in just a few years.


CAPTRUST acquires $19B RIA in its sixth deal this year

Aug 22, 2017

With $243 billion in assets, CAPTRUST continues to grow on its own terms


Will Jeffrey Gundlach's Trump-like approach on Twitter work in financial services?

Aug 18, 2017

The DoubleLine CEO's attacks on Wall Street Journal reporters is igniting a discussion on what's fair game on social media


Alternative strategies boomed after crisis, but haven't been tested

Aug 15, 2017

Because the S&P 500 has outperformed, convincing clients they need protection is a hard sell


DOL fiduciary rule: Brokers, advisers hoping delay is time well spent

Aug 10, 2017

Eighteen-month postponement further clouds the future of a fiduciary rule

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Private equity investors zero in on the RIA business

Aug 9, 2017

P-E proves to be ready and willing to invest in RIAs, but many will be looking to sell in three to seven years


Scottrade advisers test custodial waters

Aug 7, 2017

Some could choose not to follow company to TD Ameritrade when acquisition hits in September


'Ozark' series presents financial advice business in a negative light

Aug 2, 2017

Netflix miniseries just the latest example of Hollywood dwelling on the worst stereotypes of the financial services industry


Stifel CEO raises doubts about future of DOL rule

Jul 31, 2017

Ron Kruszewski says he doesn't think the DOL rule will be fully implemented on schedule — and may never take effect

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