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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Cash management platform gains appeal among advisers amid rising interest rates and frothy markets
NEWS RIAS JUL 27, 2018
Cash management platform gains appeal among advisers amid rising interest rates and frothy markets

Dynasty Financial Partners the latest to join MaxMyInterest.

Focus Financial IPO falls short of expectations
NEWS RIAS JUL 26, 2018
Focus Financial IPO falls short of expectations

Despite the below-target offering price, the stock closed its first day of trading at $37.55 — a 13.8% gain.

In wake of tax reform, muni bond market gains footing
INVESTING FIXED INCOME JUL 25, 2018
In wake of tax reform, muni bond market gains footing

Supply-demand imbalance has boosted munis so far this year.

TD Ameritrade latest brokerage refusing to lead in cutting ETF commissions
NEWS RIAS JUL 24, 2018
TD Ameritrade latest brokerage refusing to lead in cutting ETF commissions

Vanguard set the pace with 1,800 commission-free ETFs, while most brokerages say enough is enough

In wake of tax reform, muni bond market gains footing
NEWS RIAS JUL 23, 2018
In wake of tax reform, muni bond market gains footing

As banks sell munis, and the Fed hikes rates, supply and demand take over.

Carson Group takes equity stake in $1.1 billion Pinnacle Financial Group
NEWS RIAS JUL 20, 2018
Carson Group takes equity stake in $1.1 billion Pinnacle Financial Group

Pinnacle becomes the ninth firm to sell an equity stake to Carson Group since April.

Commission-free ETFs will become the norm, Schwab CEO says
INVESTING MUTUAL FUNDS JUL 20, 2018
Commission-free ETFs will become the norm, Schwab CEO says

Walt Bettinger says ETF OneSource will be expanded to a 'measurable extent'

Fiduciary Network posts a 'for sale' sign
NEWS RIAS JUL 19, 2018
Fiduciary Network posts a 'for sale' sign

Mark Hurley's RIA consolidator business seeks a new owner.

Focus Financial raises goal for IPO to $600 million
NEWS RIAS JUL 17, 2018
Focus Financial raises goal for IPO to $600 million

Company's revised goal from $100 million could be a sign RIA valuations are rising.

$1 billion in assets? For some RIAs, it's not as good as it sounds
NEWS RIAS JUL 16, 2018
$1 billion in assets? For some RIAs, it's not as good as it sounds

According to a new study, growth often means spending more, hiring execs and outsourcing services.