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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Was 2022 the best year ever for exchange-traded funds?
INVESTING ETFS DEC 19, 2022
Was 2022 the best year ever for exchange-traded funds?

From asset flows out of mutual funds and into ETFs, to mutual fund-to-ETF conversions and the emergence of single-stock ETFs, the liquid, low-cost, tax-efficient ETF wrapper has notched a lot of wins this year.

A rare gloomy outlook on the future of RIA M&A
NEWS RIAS DEC 15, 2022
A rare gloomy outlook on the future of RIA M&A

A DeVoe & Co. report shows buyers and sellers are worried about the impact of the equity markets and overall economy on RIA valuations, which could drag down the pace of deal activity.

Northern Trust report upends traditional way of looking at risks versus returns
INVESTING EQUITIES DEC 15, 2022
Northern Trust report upends traditional way of looking at risks versus returns

Institutional investors are over-diversifying and taking on too much uncompensated risk, leaving them with expensive index portfolios.

J.P. Morgan partners with cash management platform Trovata
INVESTING MUTUAL FUNDS DEC 13, 2022
J.P. Morgan partners with cash management platform Trovata

Trovata will host the Morgan Money corporate investing and trading solutions.

An adviser who zooms in on OnlyFans stars
NEWS RIAS DEC 12, 2022
An adviser who zooms in on OnlyFans stars

Jessica Goedtel is building an advisory practice where people who earn a living via online platforms like OnlyFans feel welcome.

AdvisorFinder platform aims to put prospective clients in the driver's seat
YOUR PRACTICE FINTECH DEC 12, 2022
AdvisorFinder platform aims to put prospective clients in the driver's seat

Entering the competitive space of client referral programs, AdvisorFinder faces the challenge of getting consumers to the site.

Sluggish Q4 aside, RIA M&A on track for another record year
NEWS RIAS DEC 09, 2022
Sluggish Q4 aside, RIA M&A on track for another record year

DeVoe & Co. expects 2022 to wrap up with 260 announced RIA acquisitions, which would represent an 8% increase over last year.

RIA sellers advised to clean skeletons out of closet before approaching buyers
NEWS RIAS DEC 07, 2022
RIA sellers advised to clean skeletons out of closet before approaching buyers

A more challenging M&A market triggers creative deal structures, more due diligence and selective buyers, according to panelists at the MarketCounsel Summit.

Viewing robo-advice as an ally to human advice
YOUR PRACTICE FINTECH DEC 06, 2022
Viewing robo-advice as an ally to human advice

Riskalyze's Aaron Klein embraces the Luddite position of not expecting technology to ever replace the human adviser.

Advisers should brace for the relentless case for direct indexing
NEWS RIAS DEC 02, 2022
Advisers should brace for the relentless case for direct indexing

Despite lukewarm adoption by financial advisers, the financial services industry is committed to leveraging this crucial channel to get direct indexing in front of more investors.