Jeff Benjamin

Jeff Benjamin is a senior columnist who primarily writes about investments and practice management as they relate to the wealth management industry. In addition to news and opinion writing, Jeff also does regular video interviews and is the co-host of The InvestmentNews Podcast, a weekly show that takes listeners behind the scenes of our coverage. He joined InvestmentNews in 2000. Prior to InvestmentNews, Jeff’s career included working as an analyst at Cerulli Associates, and as a reporter for Dow Jones Newswires. Jeff is based in North Carolina and when he isn’t working, he can usually be found playing golf or fishing. Jeff is a former Marine and has a bachelor’s degree in journalism from Central Michigan University.

Jeff Benjamin
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INVESTING ALTERNATIVES AUG 15, 2017
Alternative strategies boomed after crisis, but haven't been tested

Because the S&P 500 has outperformed, convincing clients they need protection is a hard sell.

NEWS REGULATION AND LEGISLATION AUG 10, 2017
DOL fiduciary rule: Brokers, advisers hoping delay is time well spent

Eighteen-month postponement further clouds the future of a fiduciary rule.

NEWS RIAS AUG 09, 2017
Private equity investors zero in on the RIA business

P-E proves to be ready and willing to invest in RIAs, but many will be looking to sell in three to seven years.

NEWS RIAS AUG 07, 2017
Scottrade advisers test custodial waters

Some could choose not to follow company to TD Ameritrade when acquisition hits in September.

YOUR PRACTICE PRACTICE MANAGEMENT AUG 02, 2017
'Ozark' series presents financial advice business in a negative light

Netflix miniseries just the latest example of Hollywood dwelling on the worst stereotypes of the financial services industry.

NEWS REGULATION AND LEGISLATION JUL 31, 2017
Stifel CEO raises doubts about future of DOL rule

Ron Kruszewski doesn't think the DOL rule will be implemented on schedule — and may never take effect.

NEWS RIAS JUL 31, 2017
HighTower's president resigns

RETIREMENT RETIREMENT PLANNING JUL 27, 2017
On Social Security, financial advisers tell clients to not count on much

Beyond debating its solvency, advisers embrace the reality of a broken system.

NEWS RIAS JUL 27, 2017
Fidelity taps Goldman Sachs to expand lending services through RIAs

Streamlined non-purpose loans use investment portfolios as collateral.

NEWS RIAS JUL 25, 2017
United Capital buys three RIAs, adds $758 million

The 'hat trick' is in line with consolidator acquisition trends