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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Fidelity bulks up its 'disruptor' suite with 6 new thematic ETFs
NEWS RIAS JUN 13, 2023
Fidelity bulks up its 'disruptor' suite with 6 new thematic ETFs

The asset manager is banking on financial advisors' growing interest in targeted investment strategies.

New bull market doesn't take recession off the table
NEWS RIAS JUN 12, 2023
New bull market doesn't take recession off the table

Market watchers warn against falling for the head fake of a tech-driven stock market that isn't accurately reflecting broader economic risks.

ETF niche players combine to form nearly $8 billion suite of specialty funds
NEWS RIAS JUN 12, 2023
ETF niche players combine to form nearly $8 billion suite of specialty funds

Amplify ETFs is acquiring the assets of ETF Managers Group, bringing under one roof funds that offer exposure to marijuana, blockchain, artificial intelligence and more.

$1.7 billion team exits Avidian to form new RIA affiliated with Hightower
NEWS RIAS JUN 09, 2023
$1.7 billion team exits Avidian to form new RIA affiliated with Hightower

Houston-based Presidio Wealth Partners is leaving with nearly half of Avidian's $4 billion in assets and aspires to reach $5 billion in five years.

Former SEC Chair Clayton makes case for democratizing alternative investments
NEWS RIAS JUN 07, 2023
Former SEC Chair Clayton makes case for democratizing alternative investments

Clayton took a swipe at the current leadership of the Securities and Exchange Commission for swinging too far in the wrong direction.

Pershing X moves into the fintech lane with new Wove platform
GO RIA CUSTODIAN JUN 06, 2023
Pershing X moves into the fintech lane with new Wove platform

The multicustodial open architecture platform promises to connect the various applications advisors use to service clients.

Market volatility exposes generation gap among investors
NEWS RIAS JUN 05, 2023
Market volatility exposes generation gap among investors

As the banking crisis unfolded during the first quarter, the youngest investors were loading up on financial sector stocks and crypto, while older investors backed off.

Direct indexing struts its tax management magic
GO RIA TECHNOLOGY JUN 02, 2023
Direct indexing struts its tax management magic

The technology is gaining appeal as way for advisors to separate themselves from the financial planning pack.

Franklin Templeton's Putnam buy raises doubts about scaling old-school asset management
RETIREMENT RETIREMENT PLANNING MAY 31, 2023
Franklin Templeton's Putnam buy raises doubts about scaling old-school asset management

The $1.4 trillion fund company continues to grow through acquisitions in a shrinking category.

Fidelity leans into alternative strategies as demand grows amid economic uncertainty
NEWS RIAS MAY 30, 2023
Fidelity leans into alternative strategies as demand grows amid economic uncertainty

Fidelity's alts platform, which launched in 2013, has seen assets grow by 70% since 2020.