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
Displaying 3582 results
Finra bars veteran broker for creating false account statements
REGULATION AND LEGISLATION SEP 12, 2019
Finra bars veteran broker for creating false account statements

How gold could replace bonds as a portfolio diversifier
EQUITIES SEP 11, 2019
How gold could replace bonds as a portfolio diversifier

Looking past the precious metal's volatile performance to its lack of correlation with other investments.

$1 billion team becomes part of fast-growing Atria
RIA NEWS SEP 11, 2019
$1 billion team becomes part of fast-growing Atria

25-year veteran Schorn Wealth joins Atria subsidiary Sorrento Pacific.

Adviser must pay former employer $358,000 for violating employment contract
RIA NEWS SEP 10, 2019
Adviser must pay former employer $358,000 for violating employment contract

Arbitrator ruled that adviser was supposed to pay a fee for every former client he solicited.

When strong performance sends ETF investors to the exits
RIA NEWS SEP 06, 2019
When strong performance sends ETF investors to the exits

Investors are bailing out of concentrated ETF strategies in favor of safety and diversification.

Hurricane Dorian puts flood insurance on the front burner
RIA NEWS SEP 03, 2019
Hurricane Dorian puts flood insurance on the front burner

Advisers use storm that crushed the Bahamas as latest reminder for full insurance coverage.

Opening an IRA just for alternative investments
RIA NEWS AUG 30, 2019
Opening an IRA just for alternative investments

Platform leverages the SEC's crowd-funding regulations to give all investors access to alternatives.

The upside of betting on inflation
RIA NEWS AUG 29, 2019
The upside of betting on inflation

Treasury inflation-protected securities are gaining popularity as a yield play

There's a wrong way to use target-date funds
RIA NEWS AUG 28, 2019
There's a wrong way to use target-date funds

Investing in other funds in addition to a TDF adds risk and defeats the purpose.

Verbal agreement became a succession plan
RIA NEWS AUG 23, 2019
Verbal agreement became a succession plan

How to buy an RIA in the middle of a global financial crisis.