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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Advisor Group acquires Signator Investors and plans on folding it into Royal Alliance
NEWS INDUSTRY NEWS JUN 21, 2018
Advisor Group acquires Signator Investors and plans on folding it into Royal Alliance

Advisor Group takes 'orphan' broker-dealer off the hands of John Hancock Financial Services.

Advisers use ethical wills to look beyond client assets
RETIREMENT RETIREMENT PLANNING JUN 19, 2018
Advisers use ethical wills to look beyond client assets

Personalized letters to friends and family can help clients resolve personal issues while also explaining their estate plan.

Merrill Lynch fined $42 million for misleading customers
NEWS WIREHOUSES JUN 19, 2018
Merrill Lynch fined $42 million for misleading customers

In addition to the practice of 'masking' trades, the wirehouse went to extremes to cover up the wrongdoing.

NEWS WIREHOUSES JUN 15, 2018
Merrill re-evaluates commission ban in retirement accounts

The wirehouse's wealth management group announces a fresh look at the ban now that the DOL rule is on the brink of death.

INVESTING ETFS JUN 14, 2018
Fidelity hedges the Fed by expanding into factor-based bond ETFs

High-yield and low-duration strategies will seek specific investment outcomes.

NEWS RIAS JUN 13, 2018
United Capital's new CIO has had an 'unlikely' career path

Kara Murphy never thought she'd end up on Wall Street — or be in one of the World Trade Center towers attacked on 9/11.

With 'McDonald's' style menu, clients decide what they're willing to pay for
YOUR PRACTICE PRACTICE MANAGEMENT JUN 09, 2018
With 'McDonald's' style menu, clients decide what they're willing to pay for

The more services they want, the more they pay — and vice versa.

YOUR PRACTICE PRACTICE MANAGEMENT JUN 09, 2018
At this firm, flat fees are about offering conflict-free advice

At Boston firm Single Point Partners, adviser Seth Corkin says clients don't have to worry about what's motivating advisers' recommendations.

YOUR PRACTICE PRACTICE MANAGEMENT JUN 09, 2018
Should asset-based pricing models stay or go?

AUM pricing is often criticized, but finding a valid replacement model is not as easy as it sounds.

YOUR PRACTICE PRACTICE MANAGEMENT JUN 09, 2018
Hourly pricing model has benefits — and pitfalls

Twenty years ago, people couldn't believe what Sheryl Garrett wanted to do, but today they can't argue with her success.