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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YOUR PRACTICE PRACTICE MANAGEMENT AUG 02, 2017
'Ozark' series presents financial advice business in a negative light

Netflix miniseries just the latest example of Hollywood dwelling on the worst stereotypes of the financial services industry.

NEWS REGULATION AND LEGISLATION JUL 31, 2017
Stifel CEO raises doubts about future of DOL rule

Ron Kruszewski doesn't think the DOL rule will be implemented on schedule — and may never take effect.

NEWS RIAS JUL 31, 2017
HighTower's president resigns

RETIREMENT RETIREMENT PLANNING JUL 27, 2017
On Social Security, financial advisers tell clients to not count on much

Beyond debating its solvency, advisers embrace the reality of a broken system.

NEWS RIAS JUL 27, 2017
Fidelity taps Goldman Sachs to expand lending services through RIAs

Streamlined non-purpose loans use investment portfolios as collateral.

NEWS RIAS JUL 25, 2017
United Capital buys three RIAs, adds $758 million

The 'hat trick' is in line with consolidator acquisition trends

RETIREMENT RETIREMENT PLANNING JUL 19, 2017
Redoing the math on a 4% retirement withdrawal rate

Given the current interest-rate environment and other factors, advisers disagree about whether the number is too conservative or not conservative enough.

INVESTING FIXED INCOME JUL 17, 2017
Advisers bracing for Fed's unprecedented bond sale

Effects from winding down a large portion of the Federal Reserve's record $4.5 trillion portfolio are expected to ripple across financial markets.

NEWS INDUSTRY NEWS JUL 07, 2017
Buffett's $9 billion purchase shines new light on utility sector

The acquisition is a vote of confidence in the utility sector's ability to deliver a steady, predictable flow of income .

RETIREMENT RETIREMENT PLANNING JUL 06, 2017
Health savings accounts becoming the new IRAs

Tax advantages lead to investing and the need for financial advice.