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Jeff Benjamin

Senior Columnist

Jeff Benjaminhttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=JBENJAMIN&maxw=220&cci_ts=20170116121103

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

Bob Oros leaving Fidelity

Jan 13, 2017

The executive vice president and head of Fidelity's RIA segment is leaving the company at the end of the month

Health savings accounts front and center amid Obamacare repeal efforts

Jan 12, 2017

With most versions of the plans aimed at replacing Obamacare including higher deductibles and out-of-pocket expenses, HSAs could represent a tradeoff in terms of costs

RIAs could be ultimate winners if DOL fiduciary rule is repealed or delayed

Jan 11, 2017

Differentiating themselves from brokers would be easier now that debate has raised investor awareness of the role of a fiduciary

Mercer Advisors buys $100M New York RIA firm

Jan 11, 2017

Novos Planning Associates moves under the Mercer umbrella as the 22nd branch office

RIAs embrace the collegial world of study groups

Jan 9, 2017

From Black Friday Focus Group to the Goddesses of Financial Planning, it's about sharing ideas

TruClarity targets midsize wirehouse breakaway reps to launch new RIA firms

Jan 6, 2017

From incubator relationship to back-office service provider

Veteran PNC Wealth Management rep goes independent

Jan 5, 2017

$300M adviser launches firm in Naples, Fla., to serve affluent individuals and families

Raymond James recruits Oregon adviser from Morgan Stanley

Jan 4, 2017

Veteran adviser manages $170 million in client assets

Steward Partners nears $5B as it continues to recruit wirehouse reps

Jan 3, 2017

The firm is an employee-owned, independent partnership associated with Raymond James, and has found success with its collegial 'no-jerk policy' for those who'd like to join

Court ruling gives advisers ammo to fight the SEC over administrative law judges

Dec 29, 2016

Court of Appeals rules judges are unconstitutional because they were hired rather than appointed

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