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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Pelosi's portfolio performance now wrapped in an ETF
INVESTING EQUITIES MAR 08, 2022
Pelosi's portfolio performance now wrapped in an ETF

Retail investors can now benefit from the inside scoop right along with the 18-term U.S. representative.

Schwab goes off script with crypto ETF filing
INVESTING ALTERNATIVES MAR 03, 2022
Schwab goes off script with crypto ETF filing

The index-based strategy, which has been described as 'baby steps' into the crypto space, will not offer direct exposure to digital currencies.

Tyrone Ross resigns as CEO of Onramp Invest
NEWS RIAS MAR 01, 2022
Tyrone Ross resigns as CEO of Onramp Invest

Co-founder Eric Ervin, who's taking over as CEO, alludes to the 'stresses of dual leadership' in an email to investors.

Creative Planning adds $400 million New York City-based RIA
NEWS RIAS MAR 01, 2022
Creative Planning adds $400 million New York City-based RIA

The Doman Group, which works with athletes and entertainers, marks Creative Planning's first office in Manhattan.

Russian invasion and sanctions drive oil price rally
INVESTING EQUITIES FEB 28, 2022
Russian invasion and sanctions drive oil price rally

While the S&P 500 Index has fallen 6% so far this year, some exchange-traded funds that focus on the oil sector have surged.

Have financial adviser, will travel
NEWS RIAS FEB 25, 2022
Have financial adviser, will travel

Jake Northrup caters to upper-income clients who don't subscribe to a 9-to-5, work-till-you're-65 mindset.

Gold emerges once again as rock of stability amid market unrest
INVESTING ALTERNATIVES FEB 24, 2022
Gold emerges once again as rock of stability amid market unrest

The precious metal is up 4.3% this year, which compares to the 11% drop in the S&P 500 Index.

Financial advisers downplay geopolitical unrest while preparing for the worst
NEWS RIAS FEB 24, 2022
Financial advisers downplay geopolitical unrest while preparing for the worst

Financial markets are reacting to Russia's invasion of Ukraine, while market watchers dissect the bigger picture.

When building a tech stack, best-in-breed isn't always best
NEWS RIAS FEB 23, 2022
When building a tech stack, best-in-breed isn't always best

The RIA Lab panelists offered suggestions on how advisers can navigate the challenges and opportunities of technology integration.

CI Financial adds $5 billion RIA, reports record financial results
NEWS RIAS FEB 22, 2022
CI Financial adds $5 billion RIA, reports record financial results

The Canadian financial conglomerate acquired Newport Beach, California-based Corient Capital, while its earnings show its U.S. operations now represent its largest business segment.