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 ESG NOV 17, 2017
Advisers ignore 'responsible investing' at their own risk

Women, millennials and those worth at least $10 million are the biggest fans of SRI or ESG strategies, says Nuveen's Marcus Valesco.

NEWS INDUSTRY NEWS NOV 15, 2017
RIA valuations too specific to base on other sales

Selling advice firms to internal successors are toughest types of transactions, experts at Schwab Impact report.

NEWS RIAS NOV 07, 2017
Breakaway broker deals a drag on M&A activity in third quarter

The 29 deals in the third quarter compare with 45 and 40 deals in the first and second quarters, respectively.

YOUR PRACTICE PRACTICE MANAGEMENT NOV 07, 2017
Philip Palaveev on how firms should be recruiting young talent

Next generation of financial advisors needs and deserves more attention and training.

NEWS REGULATION AND LEGISLATION NOV 06, 2017
Tax reform: Advisers spy loopholes in proposed pass-through tax rules

The House bill seeks to limit the 25% rate to manufacturers, but will still creates opportunities for strategic tax management.

NEWS WIREHOUSES OCT 31, 2017
Did Morgan Stanley just kill the broker protocol agreement?

Firm's decision to walk away from agreement "overnight, increased the risk of other brokerage firms likely pulling out of the agreement, says compliance expert.

YOUR PRACTICE FINTECH OCT 31, 2017
Fintech firms to use dark web to improve cybersecurity for advisers

United Planners, Redtail and others collaborate to launch a safer cyberspace for data.

YOUR PRACTICE PRACTICE MANAGEMENT OCT 27, 2017
UBS scales back recruitment loans, boosts profits

Short-term benefits aside, skeptics see challenges with sustainability of cutting back on recruiting at brokerages.

Private equity firm Thomas H. Lee Partners buys stake in HighTower
NEWS RIAS OCT 25, 2017
Private equity firm Thomas H. Lee Partners buys stake in HighTower

The private equity firm will buy out existing institutional investors and invest an additional $100 million in the RIA.

INVESTING MUTUAL FUNDS OCT 23, 2017
TD Ameritrade triples time before it charges fees on popular ETFs

Extending free trading of Vanguard and iShare ETFs to January.