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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RETIREMENT RETIREMENT PLANNING JUL 05, 2017
Rising rates increase the appeal of lump-sum pension payouts

Financial advisers will need to become fluent in pension math to properly guide clients

NEWS RIAS JUN 28, 2017
RIAs must confront the emotional side of letting go of their business

Sole proprietors have the hardest time with succession planning.

NEWS RIAS JUN 27, 2017
Despite leaner budgets, SEC's Clayton anticipates a 5% increase in adviser exams next year

SEC chairman acknowledged that tighter budgets would require increased efficiencies to meet examination goals.

RETIREMENT RETIREMENT PLANNING JUN 26, 2017
Military benefit allows widows to put $500K into Roth IRA at once

The HEART Act permits rolling all or part of life-insurance and combat-related-fatality payouts directly into the tax-free retirement plan, but few take advantage.

YOUR PRACTICE PRACTICE MANAGEMENT JUN 23, 2017
New military pension rules need financial advisers to step up and serve

Matching defined contribution plan expected to see more money, more need for sound advice.

YOUR PRACTICE FINTECH JUN 20, 2017
Vanguard rides robo-advice wave to $65B in assets

Personal Advisor Services, four times the size of its closest competitor, combines digital and human touch.

YOUR PRACTICE FINTECH JUN 16, 2017
Advisers need to get on board with the digital revolution

Both young and old clients expect to be able to have digital interactions with their advisory firm.

INVESTING MUTUAL FUNDS JUN 15, 2017
Pershing to roll out a no-transaction-fee ETF platform

The platform, named FundVest ETF, will initially offer 120 ETFs.

NEWS REGULATION AND LEGISLATION JUN 15, 2017
Former Treasury Secretary Jack Lew: DOL fiduciary rule has 'important purpose'

Mr. Lew, who served under the Obama administration from 2013 through the start of 2017, acknowledged the rule has "unintended consequences."

YOUR PRACTICE PRACTICE MANAGEMENT JUN 13, 2017
What should really happen at client meetings. Hint: It's not discussing investments.

Experts explain how to draw out the truest intentions and values of those who seek full financial advice.