« Staff Listing

Jeff Benjamin

Senior Columnist

staff
Jeff Benjaminhttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=JBENJAMIN&maxw=220&cci_ts=20170526183416

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

fees-main

Fee pressure has RIAs considering moving from AUM to retainer model

May 26, 2017

Asset-based pricing still rules, but retainers are expected to gain ground

retainerside-main

RIA models retainer fees after a McDonald's menu

May 26, 2017

Clients decide from packaged options and staggered price list how many services they want to pay for

401k-main

Plan advisers give stable value another look

May 20, 2017

By mandating that nongovernment money funds add special fees, redemption restrictions and floating net-asset values, the SEC has given plan advisers a reason to reassess the cash management options in company-sponsored plans.

Exit2

LPL leads a big quarter for broker-dealer moves

May 17, 2017

Two whopper transitions drive up the average team size to $269M AUM

Adolf-main

Focus Financial inks record RIA deal with SCS Financial

May 15, 2017

$16.5 billion RIA marks the 10th deal this year and largest ever for the roll-up firm

Oil

Trump's tax plan could fuel rally in MLP investments

May 11, 2017

Investors in the pass-through entities would benefit from a 15% tax cap

custody-main

Once dominant, bank custodians still hold a coveted slice of RIA market

May 9, 2017

With less than 20% market share, banks promote safety in targeting high-end RIAs

partnership-Main

RIA consolidation hits new high in first quarter

May 9, 2017

Smaller firms are becoming bigger targets of banks, consolidators and larger RIAs

Fidelity-2

Fidelity names Judy Marlinski to lead institutional asset management group

May 8, 2017

Fidelity veteran takes over for departing Scott Couto

puerto-rico-map

OppenheimerFunds stays uniquely committed to Puerto Rico's muni bonds

May 5, 2017

Big bets by the Rochester muni bond team lead to feast-or-famine performance record

View all stories by Jeff »