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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=20180619161351

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


Merrill Lynch fined $42 million for misleading customers

Jun 19, 2018

In addition to the practice of 'masking' trades, the wirehouse went to extremes to cover up the wrongdoing


Advisers use ethical wills to look beyond client assets

Jun 19, 2018

Personalized letters to friends and family can help clients resolve personal issues while also explaining their estate plan


NFL wants advisers to have CFP or CFA designation to work with players

Jun 18, 2018

Players union is giving financial advisers two years to meet new guidelines to qualify for approved list


Merrill re-evaluates commission ban in retirement accounts

Jun 15, 2018

The wirehouse's wealth management group announces a fresh look at the ban now that the DOL rule is on the brink of death


Fidelity hedges the Fed by expanding into factor-based bond ETFs

Jun 14, 2018

High-yield and low-duration strategies will seek specific investment outcomes


United Capital's new CIO has had an 'unlikely' career path

Jun 13, 2018

Kara Murphy never thought she'd end up on Wall Street — or be in one of the World Trade Center towers attacked on 9/11


Should asset-based pricing models stay or go?

Jun 9, 2018

AUM pricing is often criticized, but finding a valid replacement model is not as easy as it sounds


With 'McDonald's' style menu, clients decide what they're willing to pay for

Jun 9, 2018

The more services they want, the more they pay — and vice versa


Hourly pricing model has benefits — and pitfalls

Jun 9, 2018

Twenty years ago, people couldn't believe what Sheryl Garrett wanted to do, but today they can't argue with her success


At this firm, flat fees are about offering conflict-free advice

Jun 9, 2018

At Boston firm Single Point Partners, adviser Seth Corkin says clients don't have to worry about what's motivating advisers' recommendations

View all stories by Jeff »


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