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
Displaying 3577 results
INVESTING ALTERNATIVES MAY 11, 2017
Trump's tax plan could fuel rally in MLP investments

Investors in the pass-through entities would benefit from a 15% tax cap.

NEWS RIAS MAY 09, 2017
RIA consolidation hits new high in first quarter

Smaller firms are becoming bigger targets of banks, consolidators and larger RIAs.

NEWS RIAS MAY 09, 2017
Once dominant, bank custodians still hold a coveted slice of RIA market

With less than 20% market share, banks promote safety in targeting high-end RIAs.

INVESTING FIXED INCOME MAY 05, 2017
OppenheimerFunds stays uniquely committed to Puerto Rico's muni bonds

Big bets by the Rochester muni bond team lead to feast-or-famine performance record.

NEWS RIAS MAY 03, 2017
Dynasty Financial lures breakaways with new financing deal

New lending program marks Dynasty's first foray into ownership stake.

INVESTING MUTUAL FUNDS MAY 02, 2017
Against the grain, RIAs see upside in active management

Instead of active or passive investing, advisers embrace a mix of both.

INVESTING MUTUAL FUNDS MAY 02, 2017
Fund analysts debate Morningstar's move into money management

Experts take sides on whether a fund-tracker should also launch its own mutual funds.

YOUR PRACTICE PRACTICE MANAGEMENT MAY 01, 2017
How to handle getting fired by a client

Conduct exit interviews, stay positive and learn something when a client is just not that into you.

RETIREMENT TAX APR 27, 2017
Trump's plan to ditch AMT welcomed by advisers, but tax savings may be minimal

Removing big deductions could nullify benefits of repealing the alternative minimum tax.

NEWS RIAS APR 26, 2017
Trump's tax plan could be big win for RIAs

Capping pass-through entity taxes at 15% would help advisers and many of their clients.