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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Smaller RIAs weathered the pandemic better than larger firms, DeVoe reports
NEWS RIAS SEP 08, 2022
Smaller RIAs weathered the pandemic better than larger firms, DeVoe reports

The key to success is maintaining employee connections and getting people back to the office.

Inflationary trend lands advisers in unfamiliar territory
INVESTING EQUITIES AUG 24, 2022
Inflationary trend lands advisers in unfamiliar territory

The Biden administration's plan to cancel billions in student debt could drive inflation even higher.

$4 billion team breaks away from Wells Fargo Advisors to form RIA
NEWS RIAS AUG 23, 2022
$4 billion team breaks away from Wells Fargo Advisors to form RIA

A desire to act in the best interests of the firm's clients leads to launch of Moran Wealth Management in Naples, Florida, with 36 employees.

Hightower leverages life of obscure artist to deliver message for women
NEWS RIAS AUG 22, 2022
Hightower leverages life of obscure artist to deliver message for women

A client event features the life and art of Suzie Zuzek, the woman who designed the fabrics used in Lilly Pulitzer's clothing line.

Massachusetts securities chief goes after single-stock ETFs
NEWS RIAS AUG 18, 2022
Massachusetts securities chief goes after single-stock ETFs

William Galvin announced a 'sweep' of firms offering the new ETFs, which he compared to gambling at a casino.

Team managing $2 billion splits from Ameritas
NEWS RIAS AUG 17, 2022
Team managing $2 billion splits from Ameritas

TFB Advisors spins off from Tax Favored Benefits as a new hybrid RIA, staffed by six advisers who had worked for years at Ameritas.

Creative Planning acquires $5 billion Wipfli Financial Advisors
NEWS RIAS AUG 17, 2022
Creative Planning acquires $5 billion Wipfli Financial Advisors

The deal is the firm's third-biggest transaction to date, and CEO Peter Mallouk says M&A activity is ramping up because most RIAs aren't growing organically.

Guiding pre-retirees through the emotional transition to retirement
NEWS RIAS AUG 15, 2022
Guiding pre-retirees through the emotional transition to retirement

Carson Wealth's Jason Juhl is tapping his retired clients to mentor those clients moving toward the 'next chapter.'

Counseling young lawyers on cash flow management
NEWS RIAS AUG 12, 2022
Counseling young lawyers on cash flow management

L.J. Jones found his niche by observing the challenges faced by his wife and her law school classmates.

Anti-ESG movement spawns new fund in battle against industry giants
NEWS RIAS AUG 10, 2022
Anti-ESG movement spawns new fund in battle against industry giants

Fledgling ETF provider Strive Asset Management hopes to compete with BlackRock, Vanguard and State Street for proxy voting power.