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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Adding value during health insurance open enrollment
NEWS OPINION OCT 28, 2019
Adding value during health insurance open enrollment

Michael Policar carves out a niche helping clients navigate their health insurance plan options.

Allworth Financial acquires $2.8 billion RIA
NEWS RIAS OCT 28, 2019
Allworth Financial acquires $2.8 billion RIA

PE-backed Allworth reaches $7.5 billion under management as it marks its fifth deal this year

NEWS INDUSTRY NEWS OCT 28, 2019
Allworth Financial acquires $2.8 billion RIA

PE-backed Allworth reaches $7.5 billion under management as it marks its fifth deal this year.

Healthy clients will avoid medical costs
NEWS OPINION OCT 26, 2019
Healthy clients will avoid medical costs

Kenneth Waltzer's top retirement strategy is to help his clients stay healthy.

NEWS INDUSTRY NEWS OCT 26, 2019
Prepping clients for retirement health costs

Should advisers focus on the staggering estimates of total health care expenditures in retirement, or look at how near-term expenses will play out over the long run?

Is it time for Ken Fisher to step down?
NEWS REGULATION AND LEGISLATION OCT 25, 2019
Is it time for Ken Fisher to step down?

Crisis management experts say the company is still playing catch-up and bold actions are needed.

NEWS OPINION OCT 25, 2019
Is it time for Ken Fisher to step down?

Crisis management experts say the company is still playing catch-up and bold actions are needed.

TD's Skip Schweiss says he'll do whatever it takes to avoid conflicts as president of FPA
NEWS INDUSTRY NEWS OCT 24, 2019
TD's Skip Schweiss says he'll do whatever it takes to avoid conflicts as president of FPA

The FPA's 2021 president-elect said there are plans in place for dealing with potential conflicts.

NEWS INDUSTRY NEWS OCT 24, 2019
TD's Skip Schweiss says he'll do whatever it takes to avoid conflicts as president of FPA

The FPA's 2021 president-elect said there are plans in place for dealing with potential conflicts

Smaller RIAs are selling like hotcakes
NEWS INDUSTRY NEWS OCT 22, 2019
Smaller RIAs are selling like hotcakes

Deals during the first nine months of 2019 have already surpassed the total for all of 2018.