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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More summer reading recommendations
NEWS INDUSTRY NEWS JUN 04, 2022
More summer reading recommendations

If you’re looking for something to read this holiday weekend, here are suggestions of both fun and serious books from friends and colleagues across the wealth management industry.

Inflation, no longer deemed transitory, puts advisers in scramble mode
NEWS RIAS JUN 03, 2022
Inflation, no longer deemed transitory, puts advisers in scramble mode

The Biden administration is now saying upward pressure on prices could be the new reality, which has advisers getting more creative.

Wealth Enhancement Group buys $1.7 billion Kings Point Capital Management
NEWS RIAS JUN 02, 2022
Wealth Enhancement Group buys $1.7 billion Kings Point Capital Management

The acquisition, Wealth Enhancement Group's fifth completed deal this year, boosts its total assets to $55 billion.

Market correction puts Roth conversions on the front burner
NEWS RIAS JUN 01, 2022
Market correction puts Roth conversions on the front burner

The tax implications of an IRA conversion are far from automatic and can be difficult to forecast this early in the year.

Creative Planning's Mallouk sees softening valuations driving more RIA deals
NEWS RIAS JUN 01, 2022
Creative Planning's Mallouk sees softening valuations driving more RIA deals

Creative Planning's third completed deal of the year, for Boston-based Ferris Capital, adds $755 million to its wealth management footprint.

Promises of student debt forgiveness put advisers in uncharted territory
NEWS RIAS MAY 27, 2022
Promises of student debt forgiveness put advisers in uncharted territory

The moving target of potential debt forgiveness, coupled with an extended payment moratorium, has advisers reading the political tea leaves for direction.

Avoiding dividend yields that look too good to be true
INVESTING EQUITIES MAY 26, 2022
Avoiding dividend yields that look too good to be true

Russia funds yielding between 300% and 3,000% represent the ultimate value trap. A better bet would be funds offering much lower yields.

Helping suddenly rich clients stay that way
YOUR PRACTICE PRACTICE MANAGEMENT MAY 25, 2022
Helping suddenly rich clients stay that way

Morgan Stanley's private wealth management trains advisers to guide their clients through the peaks and valleys of first-generation wealth.

Recession threat takes center stage
NEWS RIAS MAY 23, 2022
Recession threat takes center stage

Financial advisers scramble to keep clients on track as markets drive lower, inflation climbs and an economic slowdown seems unavoidable.

Morgan Stanley's Parametric moves the wirehouse into ETF management
NEWS RIAS MAY 20, 2022
Morgan Stanley's Parametric moves the wirehouse into ETF management

Two filings show that Parametric is moving beyond its current focus on separate accounts and direct indexing to subadvise strategies for Innovator ETFs.