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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INVESTING FIXED INCOME JAN 06, 2018
2018 outlook in bond investing calls for change

Five fixed income experts prophesize about a year of increasing rates.

RETIREMENT LIFE INSURANCE AND ANNUITIES JAN 05, 2018
Trump's social-media saber rattling spawns fresh look at 'apocalypse insurance'

Advisers agree that not all apocalypses are created equal.

YOUR PRACTICE PRACTICE MANAGEMENT JAN 02, 2018
RIAs must move beyond investments to justify fees

Cost transparency is key, along with full-service planning.

NEWS RIAS DEC 28, 2017
RIAs hedge market risk with actively managed funds

Advisers worry that, as the bull market gets long in the tooth, passive funds may falter.

YOUR PRACTICE FINTECH DEC 20, 2017
Morningstar sells Broadridge its board consulting services business

NEWS RIAS DEC 20, 2017
RIA sellers need their own Zillow

NEWS RIAS DEC 18, 2017
Fidelity report says RIAs are cutting fees, working harder

NEWS RIAS DEC 18, 2017
TD Ameritrade report says brokerage industry driving reps out the door

Brokerage industry 'black eye' fuels the breakaway brokerage trend.

INVESTING EQUITIES DEC 14, 2017
RIAs struggle to keep clients grounded amid stock market euphoria

With equities at record levels, financial advisers are confronted with realities of greed and fear.

YOUR PRACTICE PRACTICE MANAGEMENT DEC 13, 2017
David Bach wants to turn RIAs into 'local celebrities'

Best-selling author and marketing guru rolls out welcome mat for smaller advisers looking to be on TV and radio, and write books.