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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=20171020135049

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


Advice firms in a tricky financial position

Oct 14, 2017

As revenue growth dips and salaries rise, nearly 90% of firms are at or near capacity


Employee retention linked to career paths and training

Oct 14, 2017

Half of advice firms have no formal guidance for client service

DOL rule-main

Consumer Federation of America claims brokerage firms may be violating DOL fiduciary rule

Oct 5, 2017

The CFA is calling on regulators to investigate whether brokers are moving clients to higher-cost, fee-based accounts, which it says would be a violation of the DOL rule


HighTower snags $500M JPMorgan rep

Oct 5, 2017

Miami-based Marc Shachtman launches True Wealth Advisory Group

Micheal Durbin

Durbin gets promoted again, this time to lead Fidelity Institutional

Oct 3, 2017

Executive who rose up at Morgan Stanley also juggles his old job at Fidelity until a replacement is found


Take 5: Tom Giachetti brings humor, insight to regulatory guidance

Oct 3, 2017

The regulatory attorney and chairman of the Securities Practice Group gave a typically candid speech about SEC exams at the Raymond James Wealth Managers Conference


Armed forces personnel need the help of financial advisers

Sep 30, 2017

Service members could use more financial advice, but their need is often unmet because lower assets make them unattractive clients to some advisers


Morningstar CEO describes future of adviser tech

Sep 30, 2017

Novel investing tools and techniques to help generate more value for clients

Screenshot 2017-09-26 14.16.24_0001

Envestnet deal driven by commission-based IBD accounts

Sep 26, 2017

Combo with FolioDynamix platform creates $2 trillion tech enterprise

Screenshot 2017-09-19 13.21.30

Ron Carson rebrands his $8.5B firm

Sep 20, 2017

Peak Advisor Alliance becomes Carson Group Coaching

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