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
Displaying 3577 results
New ETFs would package best, worst of Jim Cramer's stock picks
INVESTING EQUITIES OCT 06, 2022
New ETFs would package best, worst of Jim Cramer's stock picks

Tuttle Capital Management is seeking SEC approval to launch two active ETFs populated with the 'Mad Money' host's favorite stocks.

ESG investments move a step closer to strict definitions and certification
INVESTING ESG OCT 05, 2022
ESG investments move a step closer to strict definitions and certification

Fintech firms are joining forces to help investors avoid the pitfalls of greenwashing.

Edelman Financial Engines adds to Northern California presence with $490 million deal
NEWS RIAS OCT 05, 2022
Edelman Financial Engines adds to Northern California presence with $490 million deal

The acquisition of Herrmann & Cooke Wealth Management adds 600 new clients to Edelman's base of more than 1.3 million clients.

Savant Wealth Management acquires two Iowa-based financial firms
NEWS RIAS OCT 04, 2022
Savant Wealth Management acquires two Iowa-based financial firms

The deals push Savant's assets to $12.4 billion while moving it forward on its five-year growth plan.

Latest cryptocurrency SMA platform shows bullishness about digital assets
NEWS RIAS OCT 04, 2022
Latest cryptocurrency SMA platform shows bullishness about digital assets

Valkyrie Funds continues to diversify its product offering by providing yet another way to gain exposure to cryptocurrencies.

Merit Financial Group acquires Triad Financial Strategies
NEWS RIAS OCT 04, 2022
Merit Financial Group acquires Triad Financial Strategies

The purchase marks Merit's 11th deal since it partnered with private equity investors in December 2020.

Mercer Global Advisors adds $1 billion with deal for Goldstein Munger
NEWS RIAS OCT 04, 2022
Mercer Global Advisors adds $1 billion with deal for Goldstein Munger

The San Ramon, California-based family office has a history dating back to 1979.

As Fed battles inflation, fixed-income investing regains popularity, purpose
NEWS RIAS OCT 03, 2022
As Fed battles inflation, fixed-income investing regains popularity, purpose

Experts advise taking advantage of higher bond yields while bracing clients for the near certainty of a recession.

With ETFs becoming the darling of investors of all ages, direct indexing looks for opening
NEWS RIAS SEP 28, 2022
With ETFs becoming the darling of investors of all ages, direct indexing looks for opening

New Schwab research shows the growing appeal of exchange-traded funds, while raising questions about whether investors are open to direct indexing.

Former Northern Trust exec Shundrawn Thomas launches private equity firm
INVESTING ALTERNATIVES SEP 28, 2022
Former Northern Trust exec Shundrawn Thomas launches private equity firm

Thomas is partnering with former Bank of America credit specialist Anthony Hoye to provide financing to minority and women-led businesses.