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 MAY 23, 2018
From the C Suite with ProVise's Ray Ferrara: The best leaders know when it's time to follow

The chairman and CEO wants to set a better example for his colleagues by not always being the first one in the office and the last to leave.

NEWS RIAS MAY 21, 2018
Unlimited vacation time: a nice perk no one expects you'll use

It helps advisory firms recruit, but employees soon realize it's really not practical to take much more time off than the average worker. ​ 

NEWS REGULATION AND LEGISLATION MAY 18, 2018
UBS wins $9.7 million Finra award

Brokerage recoups settlement costs from a lawsuit filed by the ex-wife of a former client.

YOUR PRACTICE PRACTICE MANAGEMENT MAY 17, 2018
Using sabbaticals to attract and retain top talent

At Balasa Dinverno Foltz, every five years of service earns a four-week sabbatical to 'relax and rejuvenate.'

YOUR PRACTICE FINTECH MAY 12, 2018
Financial advisers embrace virtual offices

More advisers are coming to the realization that they no longer need regular face-to-face office meetings with clients and can work remotely from wherever they want.

NEWS RIAS MAY 11, 2018
Adviser's Consultant: Building a flexible succession plan

At 74, Jack Hillis can retire or work till he 'croaks,' knowing his clients will be taken care of.

YOUR PRACTICE PRACTICE MANAGEMENT MAY 10, 2018
CFP Board takes on racial, ethnic diversity

CFP research report shows nonwhites don't feel welcomed by the financial planning profession.

NEWS RIAS MAY 09, 2018
New report sounds alarm over demographic changes facing advice industry

Within five years, TD Ameritrade report shows client pool will tip toward younger generations.

RETIREMENT RETIREMENT PLANNING MAY 07, 2018
Advisers push retired clients to embrace investment risk

Dealing with clients' anxiety explaining that retiring is different from dying.

NEWS RIAS MAY 03, 2018
Q&A: Aaron Schaben on being Ron Carson's heir apparent

The Carson Group's 32-year-old executive vice president talks with Jeff Benjamin about his strong views on millennials and where the industry falls short.