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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Bringing ESG investing to clients is often more art than science
YOUR PRACTICE PRACTICE MANAGEMENT DEC 01, 2022
Bringing ESG investing to clients is often more art than science

Experts say advisers who are introducing clients to ESG investing must start with flexibility and an open mind.

Mercer Advisors acquires $5 billion RIA, Regis Management Co.
NEWS RIAS DEC 01, 2022
Mercer Advisors acquires $5 billion RIA, Regis Management Co.

The addition of the ultra-high-net-worth multifamily office pushes Mercer's assets near $40 billion.

Vatican report on faith-based investing crosses into ESG territory
INVESTING EQUITIES NOV 30, 2022
Vatican report on faith-based investing crosses into ESG territory

The new report cites 24 areas of focus for Catholic-values investing, some of which overlap with ESG investing.

Alternative investments manager Ballast Rock joins RIA game
NEWS RIAS NOV 28, 2022
Alternative investments manager Ballast Rock joins RIA game

Ballast Rock Private Wealth will operate independently of Ballast Rock Asset Management, but both firms focus on offering alts to wealthy investors.

Are semitransparent ETFs inadvertently creating a market for fully transparent ETFs?
NEWS RIAS NOV 23, 2022
Are semitransparent ETFs inadvertently creating a market for fully transparent ETFs?

After nearly a decade of fighting for regulatory approval of semitransparent ETFs, the asset management industry is realizing what investors really want.

Fidelity takes another bite of ETF market by converting six mutual funds
INVESTING EQUITIES NOV 23, 2022
Fidelity takes another bite of ETF market by converting six mutual funds

The converted ETFs will join a small but growing universe of transparent active strategies.

Upstart manager seeks to unseat S&P 500 by asking investors for personal data instead of fees
INVESTING EQUITIES NOV 22, 2022
Upstart manager seeks to unseat S&P 500 by asking investors for personal data instead of fees

Delphia's unique business model hopes to drive performance by culling data provided by investors. Skeptics say it might be too clever to succeed.

Higher yields on cash give advisers another asset allocation tool
NEWS RIAS NOV 21, 2022
Higher yields on cash give advisers another asset allocation tool

The Federal Reserve's fight against inflation has turned boring cash accounts into top performers.

As financial markets dampen RIA valuations, buyers get creative with deal structures
NEWS RIAS NOV 18, 2022
As financial markets dampen RIA valuations, buyers get creative with deal structures

A report from DeVoe & Co. shows dramatic drop-off in fourth-quarter deals, but the biggest buyers say they are as busy as ever.

Ritholtz Wealth Management hires its first company president
NEWS RIAS NOV 17, 2022
Ritholtz Wealth Management hires its first company president

Jay Tini joins Ritholtz from Vanguard, where he was divisional sales manager, for his first job at an RIA.