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 SEP 20, 2017
Ron Carson rebrands his $8.5B firm

Peak Advisor Alliance becomes Carson Group Coaching.

NEWS INDUSTRY NEWS SEP 13, 2017
Betterment partners with BlackRock, Goldman to offer more portfolio options

Robo-advice pioneer gets more sophisticated with smart-beta offering.

NEWS RIAS SEP 12, 2017
Focus Financial adds $1.5B Eton Advisors to its stable

YOUR PRACTICE PRACTICE MANAGEMENT SEP 11, 2017
Tailor advisory fees to each client's needs

Key is getting people to focus on the value of service, rather than the price.

NEWS RIAS SEP 08, 2017
Advisory firms have to stop treating all advisers the same

Top performers should be given preference for advancement, according to one consultant.

NEWS RIAS SEP 07, 2017
Bob Veres predicts new investment model that could give advisers edge over competition

Says advisers might one day get client portfolio advice directly from asset managers.

YOUR PRACTICE FINTECH SEP 07, 2017
Joel Bruckenstein discusses how technology will disrupt the status quo in financial advice

Advisers need to look at other industries that have adapted successfully, Mr. Bruckenstein, the president of Technology Tools for Today, said at the Insider's Forum conference.

NEWS RIAS SEP 01, 2017
LPL putting pressure on affiliates to recruit advisers to its corporate RIA

Internal memo details policies that discourage new advisers from using outside registered investment advisers.

NEWS BROKER DEALERS AUG 31, 2017
Financial industry steps up in Harvey's wake

Individuals and firms are donating time and money to help storm victims

NEWS RIAS AUG 30, 2017
RIAs weigh pros and cons of offering trust services

With demand limited, most advisers outsource it to lawyers and accountants, but some see value in adding it to their menu of services.