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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Fidelity draws adviser wrath with 1.9% cash offer
NEWS RIAS AUG 07, 2019
Fidelity draws adviser wrath with 1.9% cash offer

The high-yield default account sparked kudos then displeasure on Twitter when adviser Michael Kitces realized it doesn't apply to existing clients.

How are low-volatility funds weathering the market turmoil?
INVESTING EQUITIES AUG 06, 2019
How are low-volatility funds weathering the market turmoil?

Some defensive strategies are beating the market in good and bad times.

CFRA bulks up ETF research with acquisition of First Bridge
INVESTING ETFS AUG 05, 2019
CFRA bulks up ETF research with acquisition of First Bridge

The deal gives the investment research firm its own source of ETF data.

Advisers say go for the gold as the perfect hedge for trade-war fears
NEWS RIAS AUG 05, 2019
Advisers say go for the gold as the perfect hedge for trade-war fears

Gold was up nearly as much as the S&P 500 was down in mid-day trading Monday.

Hundreds of conventional funds add 'ESG' to prospectus just in case
INVESTING ESG AUG 01, 2019
Hundreds of conventional funds add 'ESG' to prospectus just in case

Trend is seen as part marketing and part endorsement of ESG's investment benefits.

SEC charges Commonwealth Financial with conflicts of interest in revenue-sharing agreement
NEWS REGULATION AND LEGISLATION AUG 01, 2019
SEC charges Commonwealth Financial with conflicts of interest in revenue-sharing agreement

Firm's agreement with Fidelity's National Financial Services allegedly forced clients into more expensive share classes.

Flood of RIA sales pushes industry toward a buyer's market
NEWS RIAS JUL 31, 2019
Flood of RIA sales pushes industry toward a buyer's market

Record M&A activity in the second quarter is seen as just the beginning.

Lightyear sells Wealth Enhancement Group to TA Associates
NEWS RIAS JUL 31, 2019
Lightyear sells Wealth Enhancement Group to TA Associates

Don Marron and the $11.8 billion RIA ride the wave of private-equity ownership.

NEWS RIAS JUL 31, 2019
Dawn Bennett sentenced to 20 years in federal prison

Former adviser found guilty of 17 federal charges, gets maximum sentence.

Capital One data hack puts financial advisers on high alert
NEWS RIAS JUL 30, 2019
Capital One data hack puts financial advisers on high alert

With 100 million consumers at risk, advisers are reminding clients to follow basic cybersecurity practices.