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Jeff Benjamin

Senior Columnist, Registered Investment Advisers

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Jeff Benjaminhttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=JBENJAMIN&maxw=220&cci_ts=20180921044147

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

marijuana-main

Advisers struggle with the highs and lows of marijuana investing

Sep 20, 2018

Now that it has become the investment trend du jour, advisers are cautioning clients not to expect to get rich quick on a product that is still illegal at the federal level

Marketsscreenillo-Main

Advisers warn against fleeing stocks in favor of bonds

Sep 17, 2018

Flight to quality overlooks the risks to fixed income that come with rising interest rates

LPL-2

LPL nabs $300 million firm from Cetera Financial

Sep 17, 2018

Bellingham, Wash.-based Multop Financial founder cites technology and back-office support as drivers behind the move

LehmanTraders-Main

10 years later, advisers still shudder recalling the financial crisis

Sep 13, 2018

Historic chain of market events left advisers and investors more skeptical, cautious

Roth-main

Larry Roth links consulting firm with Berkshire Global Advisors

Sep 12, 2018

The former IBD exec positions his new firm to ride the M&A wave

Hurricane-Main

Hurricane Florence will test limits of adviser contingency plans

Sep 12, 2018

Cloud-based data storage, virtual offices protect client accounts even as the storm threatens to devastate physical property

Team-hire-recruiting

RMB Capital recruits $500 million team from Calamos Wealth Management

Sep 11, 2018

The veteran four-person teams brings a combined 80 years of experience to the $9.3 billion advisory firm

Churning-examine

BB&T fined $100,000 for failing to disclose wrap-fee conflicts

Sep 11, 2018

SEC says bank customers were directed to affiliated programs

citigroup

Finra fines Citigroup $100,000 for overcharging clients

Sep 10, 2018

Investors placed in the wrong mutual fund share classes were overcharged by more than $260,000

security america-main

Finra fines Securities America $175,000 for failure to supervise variable annuity sales

Sep 7, 2018

The regulator said the lack of supervision raised concerns that investors were sold more expensive share classes that weren't suitable for them

View all stories by Jeff »

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