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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ETFs set another record  in race to take over mutual funds
INVESTING EQUITIES DEC 20, 2021
ETFs set another record in race to take over mutual funds

In stride with record net inflows, the ETF industry is launching new funds and finding creative ways to take market share from the legacy mutual fund space.

Capital Group, Federated plant flags in ETF land
INVESTING EQUITIES DEC 17, 2021
Capital Group, Federated plant flags in ETF land

Traditional fund complexes are succumbing to the pressure to offer ETFs alongside more expensive mutual funds.

Schwab to offer T. Rowe institutional shares commission-free
NEWS RIAS DEC 15, 2021
Schwab to offer T. Rowe institutional shares commission-free

Five years after competitor Fidelity launched its no-transaction-fee platform for institutional shares, Schwab is following suit in a similar deal with T. Rowe Price.

CI Financial notches 29th and 30th deals in record buying spree
NEWS RIAS DEC 15, 2021
CI Financial notches 29th and 30th deals in record buying spree

The Toronto aggregator announced a twofer that combines for $10 billion in assets under management. The deals push CI’s U.S. footprint to $115 billion in assets.

Hightower adds $1.8 billion RIA in Kansas
NEWS RIAS DEC 14, 2021
Hightower adds $1.8 billion RIA in Kansas

The year-end buying binge continues as RIAs rush to close deals ahead of President Joe Biden's anticipated tax hikes next year.

Fidelity Institutional adds new head of client growth
NEWS RIAS DEC 14, 2021
Fidelity Institutional adds new head of client growth

Rohit Mahna will report to Mike Durbin and fills the spot vacated in June by Sanjiv Mirchandani, who took part in Fidelity's sweeping buyout offer.

Prospera leaps into the acquisition game with Dorsey deal
NEWS RIAS DEC 14, 2021
Prospera leaps into the acquisition game with Dorsey deal

With just two deals under its belt after nearly 40 years in the business, the $16 billion Dallas broker-dealer and RIA is ready to become more active in the M&A space.

Private equity expands beyond US wealth management
NEWS RIAS DEC 13, 2021
Private equity expands beyond US wealth management

Merchant Investment Management has purchased a stake in Brainvest Wealth Management for international exposure.

Wescott Financial buys $800 million niche practice
NEWS RIAS DEC 13, 2021
Wescott Financial buys $800 million niche practice

Wescott Financial Advisory Group will swell to $3.5 billion under management with the addition of Asset Planning Services, which specializes in working with execs from Merck & Co.

Captrust buys $2.2 billion Rinet in 8th deal this year
NEWS RIAS DEC 08, 2021
Captrust buys $2.2 billion Rinet in 8th deal this year

Rinet executive says $2.2 billion in AUM is no longer enough to be competitive in the fast-consolidating RIA market.