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
Displaying 3577 results
ETFs take center stage in 2021
NEWS RIAS DEC 07, 2021
ETFs take center stage in 2021

Record net inflows are just a part of the story. ETFs continue to take market share of mutual funds by doing more for less.

CI Financial to acquire $6 billion RegentAtlantic
NEWS RIAS DEC 06, 2021
CI Financial to acquire $6 billion RegentAtlantic

The acquisition of the New York-based RIA marks the third largest transaction for the Canadian buyer, which has grown to more than $100 billion in U.S. RIA assets in two years.

Ritholtz, WisdomTree launch  crypto index separate account
NEWS RIAS DEC 03, 2021
Ritholtz, WisdomTree launch crypto index separate account

Riding the direct indexing wave, the WisdomTree Crypto Index is designed for advisers but could also offer direct access for retail investors.

Helping investors cut through the noise of ESG investing
NEWS RIAS DEC 02, 2021
Helping investors cut through the noise of ESG investing

Despite record-level asset flows into ESG strategies, the category is still saddled with a reputation it has long outgrown.

CI Financial adds $615 million Matrix Capital Advisors
NEWS RIAS DEC 01, 2021
CI Financial adds $615 million Matrix Capital Advisors

Starting from scratch two years ago, the Canadian aggregator has amassed nearly $100 billion in U.S. RIA assets. Total assets globally are anticipated to reach $271 billion when all current pending deals close.

Covered call strategy aims to dampen volatility of crypto investing
INVESTING ALTERNATIVES NOV 30, 2021
Covered call strategy aims to dampen volatility of crypto investing

Toronto-based Purpose Investments pushes the digital investing envelope by selling options on the cryptocurrency holdings of two new ETFs.

Hightower bulks up in Illinois with $700 million RIA
NEWS RIAS NOV 30, 2021
Hightower bulks up in Illinois with $700 million RIA

The Chicago aggregator will seal the deal with Clear Perspective Advisors by year end.

Focus Financial adds $585 million Alley Co. to its ranks
NEWS RIAS NOV 30, 2021
Focus Financial adds $585 million Alley Co. to its ranks

The latest deal by the New York-based RIA aggregator follows a trend of firms wrapping up deals before year-end.

Biden's tough tax talk fuels record M&A activity
NEWS RIAS NOV 29, 2021
Biden's tough tax talk fuels record M&A activity

The threat of higher taxes in 2022 is giving RIAs another reason to make a deal before year-end, while the lingering Covid-19 pandemic is forcing financial advisers to focus on succession planning.

Vanguard plants flag in China with active equity fund
INVESTING EQUITIES NOV 29, 2021
Vanguard plants flag in China with active equity fund

In a change of pace for the big provider of index funds, Vanguard has filed to launch an actively managed fund focused on a single country.