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
Bonds are pulling portfolios into negative territory, not stocks
NEWS RIAS DEC 05, 2018
Bonds are pulling portfolios into negative territory, not stocks

Diversification is making it harder than usual to keep up with the S&P 500.

LPL recruits $300 million Founders Federal Credit Union group from Cetera
NEWS BROKER DEALERS NOV 28, 2018
LPL recruits $300 million Founders Federal Credit Union group from Cetera

LPL seen as well-suited for the credit union's wealth management unit.

Market volatility pushes more RIA owners to negotiating table
NEWS RIAS NOV 27, 2018
Market volatility pushes more RIA owners to negotiating table

With firm valuations tied to stock market levels, RIA owners look for exits.

Kovitz Investment Group acquires Northern Capital Management
NEWS RIAS NOV 26, 2018
Kovitz Investment Group acquires Northern Capital Management

Kovitz, which pushes beyond $4 billion under managment with its second deal of the year, is part of the network of Focus Financial Partners.

NEWS RIAS NOV 17, 2018
They have little tolerance for sexual harassment, but most advice firms lack formal policies

Industry conferences take lead in adopting formal policies, where harassment has been a problem in the past.

From the C suite with Advisor Group's Valerie Brown: Everyone must contribute
YOUR PRACTICE PRACTICE MANAGEMENT NOV 17, 2018
From the C suite with Advisor Group's Valerie Brown: Everyone must contribute

The executive chairwoman expects staff at every level to 'show up,' and thinks diverse opinions lead to better results.

Brown Advisory acquires Signature Family Wealth Advisors
NEWS RIAS NOV 16, 2018
Brown Advisory acquires Signature Family Wealth Advisors

Signature, a $4.3 billion family office, will keep its name after the merger.

Mercer Advisors bags its third RIA this month
NEWS RIAS NOV 15, 2018
Mercer Advisors bags its third RIA this month

Aggressive growth strategy pushes Mercer assets to $14.5 billion.

Quick change in plans has Bob Oros headed to HighTower
NEWS RIAS NOV 14, 2018
Quick change in plans has Bob Oros headed to HighTower

Two weeks ago, public was told he was leaving top job at HD Vest after less than two years to spend time with family.

Focus Financial Partners not afraid of market volatility
NEWS RIAS NOV 13, 2018
Focus Financial Partners not afraid of market volatility

CEO Rudy Adolf defends business model during earnings call; shares drop 12%.