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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Can a recession benefit an advice firm?
PRACTICE MANAGEMENT SEP 21, 2019
Can a recession benefit an advice firm?

Leon LaBrecque sees opportunity in recessions.

Keep clients in the loop about market realities
PRACTICE MANAGEMENT SEP 21, 2019
Keep clients in the loop about market realities

Financial advisers have a responsibility to prepare clients for market realities.

Keep calm and lower client risk exposure
RIA NEWS SEP 21, 2019
Keep calm and lower client risk exposure

Better 'early than late' when it comes to preparing clients for a recession.

Preparing for the next recession
RIA NEWS SEP 21, 2019
Preparing for the next recession

Prep clients, portfolios and your business ahead of a wreck.

Ariel's Mellody Hobson says women, minorities should 'speak their truth' instead of trying to blend in
MUTUAL FUNDS SEP 19, 2019
Ariel's Mellody Hobson says women, minorities should 'speak their truth' instead of trying to blend in

Co-CEO of the nation's largest black-owned money management firm talks about diversity, financial literacy, and watching movies with her husband, George Lucas

State Street fires another salvo in the ETF fee war
MUTUAL FUNDS SEP 19, 2019
State Street fires another salvo in the ETF fee war

Company rebrands seven funds and adds them to its popular low-fee ETF suite.

SEC charges RIA with fiduciary failures
RIA NEWS SEP 16, 2019
SEC charges RIA with fiduciary failures

Separate fee structures for unit investment trusts at the center of the charges against McDermott Investment Advisors

RIA takes dispute with Fidelity to the Supreme Court
RIA NEWS SEP 16, 2019
RIA takes dispute with Fidelity to the Supreme Court

Plaintiffs claim firm filed a suspicious activity report to conceal its own wrongdoing

RIAs put marketing, technology and growth on the docket for 2020
RIA NEWS SEP 13, 2019
RIAs put marketing, technology and growth on the docket for 2020

Looking past market volatility and recession threats, business owners focus on how to keep winning clients.

MIT settles class-action suit that snared Fidelity's Abigail Johnson
RETIREMENT PLANNING SEP 13, 2019
MIT settles class-action suit that snared Fidelity's Abigail Johnson

Pending settlement in lawsuit could alter Fidelity's 20-year-old record-keeping arrangement with the university.