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 INDUSTRY NEWS MAY 03, 2018
DOL guidance on ESG funds shouldn't have chilling effect on social impact investments

The latest Department of Labor bulletin said economic performance must trump any potential social impact when judging an investment for retirement accounts.

YOUR PRACTICE PRACTICE MANAGEMENT MAY 01, 2018
Key to turning DIY investors into clients: Get specific

InvestmentNews research shows do-it-yourselfers are turned off by vague marketing pitches.

NEWS RIAS APR 24, 2018
The unique nature of working with celebrity clients

Athletes and entertainers are just like everyone else — aside from complex tax issues, a lack of financial savvy and a need for prenups

YOUR PRACTICE PRACTICE MANAGEMENT APR 24, 2018
UBS snags Wells Fargo vet for wealth management exec role

Heather Crist departs Wells Fargo after 28 years

NEWS RIAS APR 23, 2018
RIA sellers might be rushing in ahead of market turmoil

Latest research from DeVoe & Co. shows a first-quarter spike in activity.

NEWS RIAS APR 20, 2018
Ed Butowsky charges Schwab with political bias in $100 million lawsuit

Adviser claims he was kicked off custodian's platform because of his political views.

NEWS RIAS APR 19, 2018
First quarter was a seller's market for RIAs

Broker protocol factored into increased breakaway broker movement.

INVESTING ALTERNATIVES APR 19, 2018
Cadaret Grant acquired by private-equity-backed Atria

75-year-old owner Arthur Grant positions the IBD for the 'next 33 years.'

NEWS REGULATION AND LEGISLATION APR 18, 2018
SEC advice rule: Industry groups brace for debate

Trade groups are champing at the bit to have their say in response to the SEC hearing.

NEWS INDUSTRY NEWS APR 16, 2018
Commonwealth's Joseph Deitch debuts as self-help author

Twenty years in the making, 'Elevate' strives to put a career in financial services in perspective.