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 3577 results
INVESTING ETFS JUN 07, 2018
Focus on fiduciary boosts ETFs

Pricing transparency and the shift toward fee-based advice are benefiting exchange-traded funds, BlackRock executive says.

NEWS INDUSTRY NEWS JUN 07, 2018
Selling your advisory firm internally could mean taking a valuation hit

Echelon executive argues that internal sales can mean taking a valuation hit.

Private equity money altering the wealth management ecosystem
NEWS RIAS JUN 06, 2018
Private equity money altering the wealth management ecosystem

Fidelity report: Money flows in through the largest RIA consolidators and trickles down to create savvier advisory firms.

NEWS INDUSTRY NEWS JUN 06, 2018
Financial literacy a crucial issue for advisers

The goal is to bridge a nationwide gap; Only 23% of parents talk to their school-age kids about personal economic issues.

NEWS REGULATION AND LEGISLATION JUN 06, 2018
Advisers urged to resist 'fiduciary fatigue'

It will likely be another 12 months before the SEC's investment-advice rule takes shape: expert

NEWS RIAS JUN 01, 2018
Heard of Chalice? It's being called Amazon Prime for financial advisers

'We're trying to build an online digital marketplace,' says founder Keith Gregg.

YOUR PRACTICE PRACTICE MANAGEMENT MAY 29, 2018
Women advisers driving revenue growth

New research uncovers the 'female effect' in the advisory business.

NEWS RIAS MAY 25, 2018
Focus Financial IPO could be a sell signal for RIAs

The $100 million stock offering will fine-tune RIA valuations.

NEWS RIAS MAY 24, 2018
Meet William Glubiak, CEO of $2 billion firm Cedar Brook Group

He's pursuing an aggressive growth strategy and learning from past mistakes.

NEWS RIAS MAY 23, 2018
RIA in a Box acquired by private equity firm Aquiline Capital

New owners plan more growth for the software service provider.