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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=20170326203706

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


Advisers must find their "unfair advantage" - Canter

Mar 26, 2017

Investment advice isn't enough to grow business in today's market, says the new RIA business head at Fidelity Clearing & Custody Solutions

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RIAs make the case for charging on a client's total net worth

Mar 21, 2017

Holistic planning pushes fees beyond the investment account


Fidelity's David Canter makes financial advice his Boston Marathon cause

Mar 20, 2017

The executive is seeking to raise $100,000 for the CFP Board's Center for Financial Planning


Adviser or advisor? The debate rages on

Mar 19, 2017

Battle lines are drawn between those who use an "e" and those who use an "o," but does it really matter?


Advisor vs. Adviser: The "Os" have it!

Mar 17, 2017

An InvestmentNews survey of more than 550 readers found that nearly 83% refer to themselves as an "advisor," versus 17% who call themselves an "adviser."


Morningstar makes bid to offer mutual funds for exclusive use of advisers

Mar 10, 2017

The research firm wants to launch sub-advised in-house funds with lower investor fees that financial planners can throw into managed account portfolios to pass on the savings to clients, according to an SEC filing


Meridian Bank makes financial planning a major focus

Mar 8, 2017

The community bank acquired HJ Wealth Management in what it intends to be the first of many deals to come


Nasdaq courts advisers with new private-equity trading platform

Mar 8, 2017

Marketplace promises PE rarities: liquidity and lower investment minimums


Fidelity puts David Canter in charge of RIA segment

Mar 6, 2017

Replaces Bob Oros, who departed in January

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