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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State Street fires another salvo in the ETF fee war
INVESTING MUTUAL FUNDS SEP 19, 2019
State Street fires another salvo in the ETF fee war

Company rebrands seven funds and adds them to its popular low-fee ETF suite.

SEC charges RIA with fiduciary failures
NEWS RIAS SEP 16, 2019
SEC charges RIA with fiduciary failures

Separate fee structures for unit investment trusts at the center of the charges against McDermott Investment Advisors

RIA takes dispute with Fidelity to the Supreme Court
NEWS RIAS SEP 16, 2019
RIA takes dispute with Fidelity to the Supreme Court

Plaintiffs claim firm filed a suspicious activity report to conceal its own wrongdoing

RIAs put marketing, technology and growth on the docket for 2020
NEWS RIAS SEP 13, 2019
RIAs put marketing, technology and growth on the docket for 2020

Looking past market volatility and recession threats, business owners focus on how to keep winning clients.

MIT settles class-action suit that snared Fidelity's Abigail Johnson
RETIREMENT RETIREMENT PLANNING SEP 13, 2019
MIT settles class-action suit that snared Fidelity's Abigail Johnson

Pending settlement in lawsuit could alter Fidelity's 20-year-old record-keeping arrangement with the university.

Finra bars veteran broker for creating false account statements
NEWS REGULATION AND LEGISLATION SEP 12, 2019
Finra bars veteran broker for creating false account statements

How gold could replace bonds as a portfolio diversifier
INVESTING EQUITIES SEP 11, 2019
How gold could replace bonds as a portfolio diversifier

Looking past the precious metal's volatile performance to its lack of correlation with other investments.

$1 billion team becomes part of fast-growing Atria
NEWS RIAS SEP 11, 2019
$1 billion team becomes part of fast-growing Atria

25-year veteran Schorn Wealth joins Atria subsidiary Sorrento Pacific.

Adviser must pay former employer $358,000 for violating employment contract
NEWS RIAS SEP 10, 2019
Adviser must pay former employer $358,000 for violating employment contract

Arbitrator ruled that adviser was supposed to pay a fee for every former client he solicited.

When strong performance sends ETF investors to the exits
NEWS RIAS SEP 06, 2019
When strong performance sends ETF investors to the exits

Investors are bailing out of concentrated ETF strategies in favor of safety and diversification.