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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Federated enters ETF market with 2 active bond funds
INVESTING EQUITIES AUG 19, 2021
Federated enters ETF market with 2 active bond funds

The asset manager known mostly for its money market funds has high hopes for its late move into fast-growing exchange traded funds. The firm first filed plans to launch the fund 10 years ago.

Direct indexing emerges as must-have tool for tax management, ESG investing
NEWS RIAS AUG 17, 2021
Direct indexing emerges as must-have tool for tax management, ESG investing

The trend toward offering customizable indexes puts direct indexing on a track for explosive growth, according to new research from Cerulli Associates.

An Atlanta adviser takes pride in serving polyamorous clients overlooked by traditional planners
NEWS RIAS AUG 13, 2021
An Atlanta adviser takes pride in serving polyamorous clients overlooked by traditional planners

Michelle Waymire, founder of Atlanta-based advisory firm Young & Scrappy, says her polyamorous niche grew out of a broader focus on the LGBTQ community.

Vaccines encouraged at most advisory firms — but not required
YOUR PRACTICE PRACTICE MANAGEMENT AUG 13, 2021
Vaccines encouraged at most advisory firms — but not required

The industry has differing views on vaccine requirements. BNY Mellon Pershing will start requiring them next month, while Vanguard Group Inc. is offering cash rewards.

Advisers can learn from Eileen Cure and her practice management fiasco
NEWS RIAS AUG 12, 2021
Advisers can learn from Eileen Cure and her practice management fiasco

The Texas adviser, shunned for alleged racist comments, missed the memo on diversity benefits but exposed a broader conundrum facing advisers.

When it comes to planning for themselves, do financial advisers seek advice from other advisers?
NEWS RIAS AUG 11, 2021
When it comes to planning for themselves, do financial advisers seek advice from other advisers?

InvestmentNews Research asked financial advisers if they solicit advice from other advisers when it comes to planning their own retirement. Their answers may be surprising.

CI Financial acquires $3.4 billion Ohio-based RIA
NEWS RIAS AUG 10, 2021
CI Financial acquires $3.4 billion Ohio-based RIA

The addition of Budros Ruhlin & Roe will give the Toronto-based aggregator a total of $74 billion in U.S. wealth management assets.

A chance meeting leads an adviser to a bountiful niche practice
RETIREMENT RETIREMENT PLANNING AUG 09, 2021
A chance meeting leads an adviser to a bountiful niche practice

As a rookie adviser, Vidal Peoples met a doctor in need of comprehensive financial planning. He taps into the kind of professionals whose incomes can skyrocket but are also saddled with mountains of student loan debt.

Diversity, Equity & Inclusion 2021 Lifetime Achievement Winner: Shundrawn Thomas
YOUR PRACTICE PRACTICE MANAGEMENT AUG 07, 2021
Diversity, Equity & Inclusion 2021 Lifetime Achievement Winner: Shundrawn Thomas

The efforts of Shundrawn Thomas might seem almost subtle, but they are not. In fact, little about Thomas, the president of Northern Trust Asset Management, is subdued, although his demeanor and general presentation suggest otherwise.

Gensler comments open floodgates for Bitcoin fund filings
INVESTING ETFS AUG 05, 2021
Gensler comments open floodgates for Bitcoin fund filings

The SEC chairman's nod toward '40 Act crypto funds is the only opening the ETF space needed.