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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Custodians ponder charging RIAs asset-based fees
RIA NEWS AUG 09, 2018
Custodians ponder charging RIAs asset-based fees

A new pricing model has people reevaluating — and talking.

Exonerated in defamation suits, Ed Butowsky is out for blood
RIA NEWS AUG 06, 2018
Exonerated in defamation suits, Ed Butowsky is out for blood

Texas adviser embroiled in Seth Rich lawsuit says false charges cost him professionally and personally.

Ohio brokerage tries to buck Finra settlement
REGULATION AND LEGISLATION AUG 06, 2018
Ohio brokerage tries to buck Finra settlement

Westminster Financial Securities said to be reneging on agreement to pay elder client, including for a $200,000 bronze bear purportedly purchased from a broker's mother.

Focus Financial adds $3.5 billion Edge Capital Group to its stable
RIA NEWS AUG 02, 2018
Focus Financial adds $3.5 billion Edge Capital Group to its stable

Newly public RIA rollup bought the Atlanta RIA while it was going through its IPO process

Fidelity resets the fee-war bar with zero-expense index funds
RIA NEWS AUG 01, 2018
Fidelity resets the fee-war bar with zero-expense index funds

Cutting expense ratios to zero shines light on lucrative business of securities lending.

Cash management platform gains appeal among advisers amid rising interest rates and frothy markets
RIA NEWS JUL 27, 2018
Cash management platform gains appeal among advisers amid rising interest rates and frothy markets

Dynasty Financial Partners the latest to join MaxMyInterest.

Focus Financial IPO falls short of expectations
RIA NEWS JUL 26, 2018
Focus Financial IPO falls short of expectations

Despite the below-target offering price, the stock closed its first day of trading at $37.55 — a 13.8% gain.

In wake of tax reform, muni bond market gains footing
FIXED INCOME JUL 25, 2018
In wake of tax reform, muni bond market gains footing

Supply-demand imbalance has boosted munis so far this year.

TD Ameritrade latest brokerage refusing to lead in cutting ETF commissions
RIA NEWS JUL 24, 2018
TD Ameritrade latest brokerage refusing to lead in cutting ETF commissions

Vanguard set the pace with 1,800 commission-free ETFs, while most brokerages say enough is enough

In wake of tax reform, muni bond market gains footing
RIA NEWS JUL 23, 2018
In wake of tax reform, muni bond market gains footing

As banks sell munis, and the Fed hikes rates, supply and demand take over.