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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NEWS OPINION OCT 25, 2019
Is it time for Ken Fisher to step down?

Crisis management experts say the company is still playing catch-up and bold actions are needed.

TD's Skip Schweiss says he'll do whatever it takes to avoid conflicts as president of FPA
NEWS INDUSTRY NEWS OCT 24, 2019
TD's Skip Schweiss says he'll do whatever it takes to avoid conflicts as president of FPA

The FPA's 2021 president-elect said there are plans in place for dealing with potential conflicts.

NEWS INDUSTRY NEWS OCT 24, 2019
TD's Skip Schweiss says he'll do whatever it takes to avoid conflicts as president of FPA

The FPA's 2021 president-elect said there are plans in place for dealing with potential conflicts

Smaller RIAs are selling like hotcakes
NEWS INDUSTRY NEWS OCT 22, 2019
Smaller RIAs are selling like hotcakes

Deals during the first nine months of 2019 have already surpassed the total for all of 2018.

The key to avoiding mutual fund capital gains distributions
INVESTING MUTUAL FUNDS OCT 22, 2019
The key to avoiding mutual fund capital gains distributions

Some strategies work better than others, but low portfolio turnover is a good predictor of potential tax consequences.

Uncovering yield in emerging markets not for the faint of heart
NEWS INDUSTRY NEWS OCT 18, 2019
Uncovering yield in emerging markets not for the faint of heart

Katherine Renfrew talks about balancing risk and reward while going off the beaten path.

Ken Fisher's son defends his father on LinkedIn
NEWS INDUSTRY NEWS OCT 17, 2019
Ken Fisher's son defends his father on LinkedIn

Nathan Fisher said his dad is 'wired differently' but meant no harm with off-color comments.

NEWS INDUSTRY NEWS OCT 17, 2019
Ken Fisher's son defends his father on LinkedIn

Nathan Fisher said his dad is 'wired differently' but meant no harm with off-color comments.

Fisher Investments launches diversity task force
NEWS RIAS OCT 11, 2019
Fisher Investments launches diversity task force

In wake of sexist and crude comments made by billionaire Ken Fisher, some large clients of RIA reevaluate their dealings with the firm.

NEWS INDUSTRY NEWS OCT 11, 2019
Fisher Investments launches diversity task force

In wake of sexist and crude comments made by billionaire Ken Fisher, some large clients of RIA reevaluate their dealings with the firm.