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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Morgan Stanley rep goes RIA with $5 billion book of business
NEWS RIAS NOV 16, 2022
Morgan Stanley rep goes RIA with $5 billion book of business

Jim Martin left $4 billion worth of client assets behind when he formed Nordwand Capital, but he says it was all part of the plan.

Activist investor challenges Envestnet's poor stock performance
NEWS RIAS NOV 15, 2022
Activist investor challenges Envestnet's poor stock performance

Hedge fund Impactive Capital is threatening a proxy fight in an effort to secure a seat on Envestnet's board.

Crypto space braces for double-edged sword of regulatory oversight in FTX's wake
INVESTING ALTERNATIVES NOV 15, 2022
Crypto space braces for double-edged sword of regulatory oversight in FTX's wake

While some claim more regulatory clarity could have helped prevent an event like the FTX collapse, others argue new rules take time and might not be what investors are hoping for.

Demand for alternative investments points to major portfolio reallocations
NEWS RIAS NOV 15, 2022
Demand for alternative investments points to major portfolio reallocations

Changing regulations are combining with technology to potentially push $10 trillion into alt strategies by 2030.

FTX collapse fails to derail investments into crypto funds
INVESTING ALTERNATIVES NOV 14, 2022
FTX collapse fails to derail investments into crypto funds

Crypto bulls see the sell-off as a buying opportunity and distinguish the offshore platform from regulated funds and U.S.-based platforms.

FTX implosion raises new alarms about crypto exposure
INVESTING ALTERNATIVES NOV 10, 2022
FTX implosion raises new alarms about crypto exposure

While crypto skeptics feel vindicated, a proponent calls the collapse of the world's second-largest digital platform 'very bad news in the short term.'

Fed will get inflation under control next year: Moody’s economist
NEWS INDUSTRY NEWS NOV 08, 2022
Fed will get inflation under control next year: Moody’s economist

Sohini Chowdhury sees the glass as half full when it comes to navigating a recession, but says the midterm elections could introduce other challenges.

Morningstar gives top grades to Michigan, Utah 529 plans
NEWS INDUSTRY NEWS NOV 04, 2022
Morningstar gives top grades to Michigan, Utah 529 plans

The annual analysis of state-sponsored college savings plans also shows a trend toward fee compression.

ETF strategy that avoids noise of open markets will arouse adviser curiosity
NEWS RIAS NOV 03, 2022
ETF strategy that avoids noise of open markets will arouse adviser curiosity

NightShares bets on the serene sophistication of markets that are closed to beat the indexes by sitting out the action during the day.

Swiss private equity conglomerate targets wealthy US advisory clients
NEWS RIAS NOV 02, 2022
Swiss private equity conglomerate targets wealthy US advisory clients

Partners Group, a $131 billion PE operation, is building out its US footprint with the launch of Private Wealth.