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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Brinker Capital rolls out DOL fiduciary rule-friendly funds
INVESTING MUTUAL FUNDS APR 12, 2017
Brinker Capital rolls out DOL fiduciary rule-friendly funds

NEWS RIAS APR 10, 2017
To serve millennials, advisers must adjust not only fees but their mindset

Advisers have to make accommodations, but some believe the changes are worth it to forge deep and long-term relationships with young clients.

NEWS INDUSTRY NEWS APR 06, 2017
Schwab says slow growth of franchise channel is by design

Company official says firm is more interested in finding the right talent and locations than meeting targets

NEWS RIAS APR 05, 2017
RIAs say DOL rule delay doesn't matter because industry is moving toward fiduciary anyway

Regardless of whether the fiduciary rule is ultimately repealed, advisers say it is becoming more popular among consumers.

NEWS RIAS APR 03, 2017
Savvy RIAs are waving the fiduciary flag

Regardless of DOL gridlock, RIAs are embracing their fiduciary status and promoting it to prospective clients.

NEWS INDUSTRY NEWS MAR 30, 2017
RIAs seeing the upside of formal investment committees

NEWS REGULATION AND LEGISLATION MAR 28, 2017
Employee feud scaring clients of Independent Portfolio Consultants

Workers tried to force TAMP into bankruptcy, then pulled petitions, but damage was done. ​ 

NEWS RIAS MAR 26, 2017
Advisers must find their "unfair advantage" - Canter

Planning, merging and consolidation are the way to grow.

NEWS RIAS MAR 21, 2017
RIAs make the case for charging on a client's total net worth

The growing popularity of holistic planning is pushing fees beyond a percentage of AUM.

NEWS RIAS MAR 20, 2017
Fidelity's David Canter makes financial advice his Boston Marathon cause