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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Single-stock ETF craze leads to single Treasury bond exposure
INVESTING EQUITIES AUG 09, 2022
Single-stock ETF craze leads to single Treasury bond exposure

The new US Benchmark Series from F/m Investments offers traders exposure to three different government bonds.

State Street report shows inflation, recession driving investor angst
RETIREMENT RETIREMENT PLANNING AUG 09, 2022
State Street report shows inflation, recession driving investor angst

Research shows that younger investors are most bullish about being able to get back on track toward saving for retirement.

Amundi rolls out ESG separate account for wealthy investors
INVESTING ESG AUG 09, 2022
Amundi rolls out ESG separate account for wealthy investors

The Amundi US Equity ESG Improvers SMA is two-thirds allocated to companies expected to improve their ESG score.

The time is now to be more transparent about advisory fees
NEWS RIAS AUG 08, 2022
The time is now to be more transparent about advisory fees

Advisers charging fees based on client assets are feeling a rare pinch of lower income against the backdrop of inflation. Now would be a good time to make that clear.

Covid-themed ETF shifts focus to monkeypox
INVESTING EQUITIES AUG 05, 2022
Covid-themed ETF shifts focus to monkeypox

As the White House declares monkeypox a national health emergency, ETFMG tweaks its marketing without adjusting the portfolio.

Edelman Financial Engines acquires $680 million Smart Investor
NEWS RIAS AUG 03, 2022
Edelman Financial Engines acquires $680 million Smart Investor

Boston-based Edelman gets its second deal under its belt and says it's settling in to become a more aggressive buyer of RIAs.

Mariner moves into community bank asset management with $8.6 billion deal
NEWS RIAS AUG 02, 2022
Mariner moves into community bank asset management with $8.6 billion deal

The acquisition of Michigan-based Heber Fuger Wendin gives Mariner Wealth Advisors access to a new corner of the financial services industry.

Sensing a market bottom, wealthy investors are moving back into stocks
INVESTING EQUITIES AUG 02, 2022
Sensing a market bottom, wealthy investors are moving back into stocks

A July survey of Tiger 21 members shows a renewed appetite for stocks that's being compared to the buying that occurred at the market bottom in 2009.

Courting clients with cigars and whiskey
NEWS RIAS AUG 01, 2022
Courting clients with cigars and whiskey

Rather than free chicken dinners, Ameriprise's Eric Reinhold prefers the slow burn of bonding with clients over a fine cigar and top-shelf spirits.

Alera Group notches third acquisition in as many months
NEWS RIAS AUG 01, 2022
Alera Group notches third acquisition in as many months

The purchase of Johnson Brunetti, a retirement and investment specialist with $1.5 billion in assets, keeps private equity-backed Alera on track for its goal of hitting $10 billion in assets within a year.