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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RIA firm valuations climbing, but not yet back to 2008 levels
NEWS RIAS OCT 22, 2018
RIA firm valuations climbing, but not yet back to 2008 levels

Industry consolidation continues to drive valuations higher.

Don't be fooled by the numbers — the industry is in a dangerously vulnerable state
YOUR PRACTICE PRACTICE MANAGEMENT OCT 20, 2018
Don't be fooled by the numbers — the industry is in a dangerously vulnerable state

Last year's stock market gains helped advisers turn in solid growth in assets and revenue, but that growth could disappear in the next market downturn.

Market volatility brings alternative investments back into focus
NEWS RIAS OCT 19, 2018
Market volatility brings alternative investments back into focus

Asset managers struggle to get investors on board before it's too late.

RIA consolidation on pace for sixth straight record year
NEWS RIAS OCT 18, 2018
RIA consolidation on pace for sixth straight record year

Private-equity investors continue to drive M&A activity.

Dawn Bennett found guilty of $20 million Ponzi scheme
NEWS RIAS OCT 17, 2018
Dawn Bennett found guilty of $20 million Ponzi scheme

Jury took less than five hours to convict the former financial adviser and radio host.

Making younger clients a top priority — but not the only priority
NEWS RIAS OCT 15, 2018
Making younger clients a top priority — but not the only priority

The Johnston Group embraces accountability with a money-back guarantee

How markets will likely react to a change in congressional power
INVESTING EQUITIES OCT 13, 2018
How markets will likely react to a change in congressional power

History is an excellent guide to what advisers can expect during and after the midterm elections.

Market slide awakens nervous investors, puts advisers back to work
INVESTING MUTUAL FUNDS OCT 11, 2018
Market slide awakens nervous investors, puts advisers back to work

Some reach out to clients who need hand-holding, while others see decline as opportunity to drum up new business.

When investment performance is too good to be true
INVESTING MUTUAL FUNDS OCT 10, 2018
When investment performance is too good to be true

Morningstar reported a Great-West Financial bond fund returned 7.1% in the third quarter— except it didn't.

Baird adds $610 million by recruiting teams from Wells Fargo, Morgan Stanley
NEWS RIAS OCT 09, 2018
Baird adds $610 million by recruiting teams from Wells Fargo, Morgan Stanley

Addition of three veteran advisers brings Baird's 2018 recruiting count to 40.