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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Advisers warn clients about 'long, difficult bear market'
INVESTING EQUITIES MAY 03, 2022
Advisers warn clients about 'long, difficult bear market'

The old advice to 'sell in May and go away' is morphing into a duck-and-cover drill as advisers brace clients for a rough summer.

Mercer Global Advisors adds $1.2 billion with latest deal
NEWS RIAS MAY 03, 2022
Mercer Global Advisors adds $1.2 billion with latest deal

Mercer is acquiring HYA Advisors, an RIA based in Springfield, Missouri, as private equity money continues to drive RIA consolidation.

Advice-only fees gain traction as advisers opt out of managing client portfolios
NEWS RIAS MAY 02, 2022
Advice-only fees gain traction as advisers opt out of managing client portfolios

Asset-based pricing still dominates in wealth management, but the trend is moving away from charging clients based on portfolio size.

Despite inflationary pressures, asset managers continue to lower fees
INVESTING EQUITIES MAY 02, 2022
Despite inflationary pressures, asset managers continue to lower fees

American Funds and Inspire Investing announce fee cuts Monday, in the wake of Vanguard's announcement Friday.

Bond market 'bloodbath' opens a door for income investors
INVESTING ALTERNATIVES APR 29, 2022
Bond market 'bloodbath' opens a door for income investors

As fixed income suffers the brunt of the Fed's efforts to catch up on inflation, financial advisers suddenly have an alternative for short-term cash allocations.

BlackRock pushes three investing themes
INVESTING EQUITIES APR 27, 2022
BlackRock pushes three investing themes

The asset manager says the new consumer, an industrial renaissance and medical innovation are areas where changes have exposed 'underestimated investment opportunities.'

Asset management firm tussles with founder over use of track record
NEWS REGULATION AND LEGISLATION APR 25, 2022
Asset management firm tussles with founder over use of track record

A dispute between James Barksdale and EIC, which provides separate account strategies, could have wider implications for how advisers tout their track records.

The most seasoned advisers show no signs of slowing down — or retiring
NEWS RIAS APR 22, 2022
The most seasoned advisers show no signs of slowing down — or retiring

A passion for the work drives some financial advisers to stay on the job well past traditional retirement age.

Despite big Q1, pace of RIA consolidation seen slowing in 2022
NEWS RIAS APR 21, 2022
Despite big Q1, pace of RIA consolidation seen slowing in 2022

The 67 deals announced in the first three months of the year mark the second busiest quarter on record, but the data points to less activity over the remainder of the year.

Alternatives become bigger slice of client portfolios as advisers seek shelter
INVESTING EQUITIES APR 20, 2022
Alternatives become bigger slice of client portfolios as advisers seek shelter

Financial advisers hoping to steer clients away from market volatility and economic chaos are finding comfort in less-liquid strategies.