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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Flat fees gain traction among advisers critical of asset-based pricing
NEWS RIAS APR 05, 2022
Flat fees gain traction among advisers critical of asset-based pricing

While the financial planning industry clings to the more lucrative asset-based fee model, a steady push toward flat fees is gaining steam.

Burt White moves from LPL to Carson Group
NEWS BROKER DEALERS APR 05, 2022
Burt White moves from LPL to Carson Group

As chief strategy officer, LPL's former chief investment officer will join the executive board and report directly to Ron Carson.

Thematic fund taps into rising interest rates
INVESTING MUTUAL FUNDS APR 04, 2022
Thematic fund taps into rising interest rates

Designed to go up in value when rates rise, the FolioBeyond Rising Rates ETF is well suited to the current environment.

Diversity, Equity & Inclusion 2022 Lifetime Achievement Winner: Eddie C. Brown
YOUR PRACTICE PRACTICE MANAGEMENT APR 04, 2022
Diversity, Equity & Inclusion 2022 Lifetime Achievement Winner: Eddie C. Brown

As Brown Capital Management has grown, founder Eddie Brown has also seen his appreciation for being able to 'pay it forward' grow as well.

Homrich Berg adds $1.3 billion Atlanta-area RIA
NEWS RIAS APR 04, 2022
Homrich Berg adds $1.3 billion Atlanta-area RIA

The acquisition of Oakbridge Partners will push Homrich's assets to nearly $13 billion. The deal is expected to close next month.

Manning & Napier goes private, sells at 41% premium to Callodine
INVESTING EQUITIES APR 01, 2022
Manning & Napier goes private, sells at 41% premium to Callodine

The 52-year-old asset manager with nearly $20 billion under management will become a subsidiary of Callodine Group.

Morgan Stanley spins off $15 billion RIA business
NEWS RIAS MAR 31, 2022
Morgan Stanley spins off $15 billion RIA business

The asset sale suggests Morgan Stanley won't be following some competing Wall Street firms that are migrating toward the RIA space.

Riskalyze doubles down on fixed-income analysis
INVESTING ALTERNATIVES MAR 30, 2022
Riskalyze doubles down on fixed-income analysis

The risk-analysis platform plans to more than double its bond coverage by adding 800,000 more individual bonds this year.

Advisers place little faith in Biden's 'billionaire tax'
RETIREMENT RETIREMENT PLANNING MAR 29, 2022
Advisers place little faith in Biden's 'billionaire tax'

The proposal, which goes after households worth at least $100 million, enters unprecedented territory by trying to tax unrealized gains.

Exclusive: Morgan Stanley lays out plans to enter the ETF market
INVESTING ETFS MAR 29, 2022
Exclusive: Morgan Stanley lays out plans to enter the ETF market

The $1.5 trillion investment manager is designing a full-scale ETF platform, and plans to launch its first ETFs this year.