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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RIAs on hiring binge offer ownership, other perks
YOUR PRACTICE PRACTICE MANAGEMENT FEB 05, 2020
RIAs on hiring binge offer ownership, other perks

Schwab research shows 75% of firms are hiring, and ownership offers abound

As clients and advisers get younger, firms feel pressure to up their tech game
YOUR PRACTICE FINTECH FEB 04, 2020
As clients and advisers get younger, firms feel pressure to up their tech game

There is no upside to falling behind the technology innovation curve

TD Ameritrade addresses the elephant in the room at annual conference
NEWS INDUSTRY NEWS JAN 30, 2020
TD Ameritrade addresses the elephant in the room at annual conference

Tom Nally shares what he can about the pending merger with Schwab; tells advisers they won't need to repaper client accounts

Reporter's notebook: Inside look at Inside ETFs conference
INVESTING ETFS JAN 29, 2020
Reporter's notebook: Inside look at Inside ETFs conference

Much ado about fees and nontransparent exchange-traded funds

Advisers cling to asset-based pricing model
YOUR PRACTICE PRACTICE MANAGEMENT JAN 28, 2020
Advisers cling to asset-based pricing model

As fee pressure spreads, fans of asset-based pricing are digging in their heels

Can nontransparent ETFs save active management?
INVESTING MUTUAL FUNDS JAN 28, 2020
Can nontransparent ETFs save active management?

Asset managers have high hopes for the new type of wrapper, expected to hit the market in the next few weeks

Low fees should serve as wake-up call for advisers
YOUR PRACTICE PRACTICE MANAGEMENT JAN 27, 2020
Low fees should serve as wake-up call for advisers

ETF conference drives home the point that advisers need to identify their value to clients

CFRA ups its game on ETF research
INVESTING MUTUAL FUNDS JAN 27, 2020
CFRA ups its game on ETF research

New analysis uses machine learning for a closer look at underlying holdings

ETrade growth plan sends mixed messages
NEWS INDUSTRY NEWS JAN 24, 2020
ETrade growth plan sends mixed messages

After a disappointing fourth quarter, the company's focus is on capturing RIAs leaving Schwab and TD

Free trading hits TD hard
NEWS INDUSTRY NEWS JAN 23, 2020
Free trading hits TD hard

On the flip side, while profits are down, TD Ameritrade's trading volume has spiked to levels the company has never seen before