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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NEWS RIAS OCT 31, 2018
David Bach and Ric Edelman lock horns in cease-and-desist tit-for-tat

The former partners provide a blueprint for what can go wrong in a business relationship.

LPL recruits $800 million advisory business from Signator
NEWS RIAS OCT 30, 2018
LPL recruits $800 million advisory business from Signator

Seattle First Asset Management seeks the leverage of the nation's largest independent broker-dealer

Advisers carve wealth management unit out of $16 billion asset manager
NEWS RIAS OCT 30, 2018
Advisers carve wealth management unit out of $16 billion asset manager

Resonant Capital Advisors, Madison Investment Advisors cite business risks as one of the reasons for the separation.

Advisers revisit bond ladders as rates rise
YOUR PRACTICE PRACTICE MANAGEMENT OCT 29, 2018
Advisers revisit bond ladders as rates rise

As interest rates head higher, pushing bond prices down, advisers seek safety in individual bonds.

LPL adds 125 advisers in third quarter
NEWS BROKER DEALERS OCT 26, 2018
LPL adds 125 advisers in third quarter

Additional brokers an improvement of both prior and year-ago quarters when the firm lost people.

Schwab makes greater effort to help smaller RIAs
NEWS RIAS OCT 26, 2018
Schwab makes greater effort to help smaller RIAs

New Center of Excellence rolls out the red carpet for firms managing less than $100 million

Stock market pullback brings out the buyers
INVESTING EQUITIES OCT 24, 2018
Stock market pullback brings out the buyers

While some investors react with alarm to market decline, others see it as an opportunity to buy low

Raymond James' growing adviser workforce pushes brokerage unit to record year
NEWS INDUSTRY NEWS OCT 24, 2018
Raymond James' growing adviser workforce pushes brokerage unit to record year

The company added 94 more brokers in latest quarter and is up a total of 467 on a year-over-year basis.

Wealth Enhancement Group buys second Philly-area RIA in as many months
NEWS RIAS OCT 23, 2018
Wealth Enhancement Group buys second Philly-area RIA in as many months

Addition of $470 million GDM Advisory Group pushes Wealth Enhancement to $9.7 billion under management.

LPL snatches $3.7 billion Exemplar Financial from Cetera
YOUR PRACTICE PRACTICE MANAGEMENT OCT 22, 2018
LPL snatches $3.7 billion Exemplar Financial from Cetera

Recruiting effort is latest salvo in bitter rivalry between LPL and Cetera.