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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Merger mania: Why consolidation in the RIA space is about to explode
NEWS RIAS MAR 23, 2019
Merger mania: Why consolidation in the RIA space is about to explode

The pace is expected to pick up as big firms seek to get even bigger and older advisers look to cash out.

Has the quarterly client newsletter become old news?
NEWS RIAS MAR 22, 2019
Has the quarterly client newsletter become old news?

Some advisers still crank out quarterly newsletters for clients, while critics say the effort just lines the bottom of bird cages.

Finra budget to keep fees steady in 2019
NEWS REGULATION AND LEGISLATION MAR 21, 2019
Finra budget to keep fees steady in 2019

Critics worry the regulator might be sending mixed messages about any dependence on fines.

Succession plan success story
NEWS RIAS MAR 19, 2019
Succession plan success story

When the need arose, Tobias Financial was able to trigger the plan that it had put in place a few years early.

FPA butts heads with Michael Kitces over $8 million in 'missing' funds
NEWS RIAS MAR 18, 2019
FPA butts heads with Michael Kitces over $8 million in 'missing' funds

A Kitces blog post implying potential fraud and embezzlement triggers a biting FPA response.

ESG options scarce in 401(k) plans
INVESTING ESG MAR 16, 2019
ESG options scarce in 401(k) plans

There's growing interest among plan participants, but reluctance to add funds that take into account environmental, social and governance factors persists.

529 plans also miss the boat when it comes to ESG
INVESTING ESG MAR 16, 2019
529 plans also miss the boat when it comes to ESG

You'd think a 529 college savings program would be the perfect vehicle for environmental, social and governance causes, but things appear stalled.

Sweeping Ed Butowsky lawsuit takes on 'left-wing media bias'
NEWS RIAS MAR 14, 2019
Sweeping Ed Butowsky lawsuit takes on 'left-wing media bias'

Texas financial adviser claims'false allegations' by New York Times, CNN, Turner Broadcasting and Democratic National Committee 'upended' his life and business

Advisers see college admissions scandal as tip of the iceberg
NEWS RIAS MAR 13, 2019
Advisers see college admissions scandal as tip of the iceberg

Parents' conduct is described as 'disgusting' but not surprising given the current state of higher education.

Lipper plans ESG scoring system for mutual funds
NEWS RIAS MAR 12, 2019
Lipper plans ESG scoring system for mutual funds

Citing the growing appeal of sustainable investing, Lipper aims set the bar for ESG ratings