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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Alerian acquisition pushes ETF development to the next level
NEWS RIAS AUG 04, 2021
Alerian acquisition pushes ETF development to the next level

By joining forces with ETF Trends and ETF Database, Alerian seeks to become a powerful force that helps ETF providers stay ahead of the curve.

A socialist adviser helps far-left clients accumulate wealth while fighting for financial fairness
YOUR PRACTICE PRACTICE MANAGEMENT JUL 30, 2021
A socialist adviser helps far-left clients accumulate wealth while fighting for financial fairness

Zach Teutsch is proof socialists aren’t always averse to accumulating wealth as long as they can still fight the good fight against capitalism.

Hightower adds $2 billion DC-based advisory firm
NEWS RIAS JUL 27, 2021
Hightower adds $2 billion DC-based advisory firm

With the acquisition of Farr Miller & Washington, Hightower will install founder Michael Farr as its new chief market strategist.

Wells Fargo Asset Management rebrands with new CEO
YOUR PRACTICE PRACTICE MANAGEMENT JUL 26, 2021
Wells Fargo Asset Management rebrands with new CEO

Legg Mason vet Joe Sullivan is bullish on the future of Allspring Global Investments. The $604 billion asset management arm of Wells Fargo & Co. is being acquired for $2.1 billion by GTCR and Reverence Capital Partners.

Focus Financial continues expansion into Canada
NEWS RIAS JUL 23, 2021
Focus Financial continues expansion into Canada

Acquisition of Toronto-based Gavin Hockey Wealth Specialists gives Focus Financial another foothold in a market moving toward independence.

As in-person conferences restart, attendees want one thing above all else
NEWS BROKER DEALERS JUL 22, 2021
As in-person conferences restart, attendees want one thing above all else

New report shows financial adviser conference attendees are less impressed with sponsor status than they are with solid content from those sponsors.

New ETF leverages crypto miners and ESG
INVESTING ALTERNATIVES JUL 21, 2021
New ETF leverages crypto miners and ESG

The actively managed ETF offers the narrowest of investment themes: a leveraged play on Bitcoin with the added twist of being easy on the planet.

Reeling in clients who like to fish — and hunt, too
YOUR PRACTICE PRACTICE MANAGEMENT JUL 20, 2021
Reeling in clients who like to fish — and hunt, too

Jared Reynolds, co-founder and senior wealth adviser at WR Wealth Planners in Columbia, Missouri, built his passion for fishing and hunting into a booming advisory practice, where prospecting for clients can be exhilarating.

Private banker carves out his niche with clients that hold illiquid assets
NEWS RIAS JUL 16, 2021
Private banker carves out his niche with clients that hold illiquid assets

Boston Family Advisors has a narrow focus on wealthy families that have most of their assets invested in private equity and venture capital.

As inflation gets real, advisers ponder strategies
NEWS RIAS JUL 15, 2021
As inflation gets real, advisers ponder strategies

While the Fed continues to call inflation transitory and temporary, financial advisers are bracing for the reality of higher prices and lower yields.