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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Venture-backed startup launches actively managed Catholic values ETF
INVESTING ETFS JUL 14, 2021
Venture-backed startup launches actively managed Catholic values ETF

The Knights of Columbus Asset Advisors will manage the new fund, which will be advised by Faith Investor Services. The two largest faith-based funds are the Global X S&P 500 Catholic Values ETF and Inspire 100 ETF.

Too much regulatory oversight seen threatening ESG growth
RETIREMENT RETIREMENT PLANNING JUL 13, 2021
Too much regulatory oversight seen threatening ESG growth

Experts acknowledge the "Tower of Babel" criticism regarding ESG guidelines and nomenclature, but are concerned too much structure could be harmful.

Active cryptocurrency SMA aims to outperform Bitcoin
INVESTING EQUITIES JUL 12, 2021
Active cryptocurrency SMA aims to outperform Bitcoin

Leavenworth Capital has a short but impressive track record of actively trading cryptocurrencies to double the performance of Bitcoin this year.

To recruit more women advisers, industry needs to abandon sales culture
NEWS RIAS JUL 09, 2021
To recruit more women advisers, industry needs to abandon sales culture

A new report from Carson Group taps into the knowledge of 59 female financial planning executives.

Mariner announces first acquisition since partnering with private equity
INVESTING ALTERNATIVES JUL 08, 2021
Mariner announces first acquisition since partnering with private equity

Allegiant Private Advisors adds nearly $1 billion to Mariner's assets under advisement and expands the firm's footprint in Florida.

Captrust marks 50th acquisition with $2.1 billion RIA
NEWS RIAS JUL 08, 2021
Captrust marks 50th acquisition with $2.1 billion RIA

The Raleigh, North Carolina-based aggregator has grown to $60 billion under management and $600 billion under advisement, and claims "no end in sight."

New 'bond alternative' ETF targets nervous income investors
INVESTING EQUITIES JUL 07, 2021
New 'bond alternative' ETF targets nervous income investors

Innovator Defined Wealth Shield ETF offers 20% downside protection but caps annual gains at 2.8%.

ETF inflows on track to shatter 2020 record
NEWS RIAS JUL 06, 2021
ETF inflows on track to shatter 2020 record

Flows into exchange-traded funds have been unprecedented this year, even against the backdrop of a record 2020. Despite market valuations and inflation threats, financial advisers are keeping the pedal to the metal.

Focus Financial notches two more acquisitions, bringing 2021 total to 15
NEWS RIAS JUL 02, 2021
Focus Financial notches two more acquisitions, bringing 2021 total to 15

The $250 billion RIA aggregator is adding Sonora Investment Management in Tucson, Arizona, and Collins Investment Group in Rockville, Maryland.

The Colony Group acquires $2.8 billion New Providence Asset Management
NEWS RIAS JUL 01, 2021
The Colony Group acquires $2.8 billion New Providence Asset Management

The deal adds to what is already a record-breaking pace of consolidation in the RIA space, with 100 deals announced in the first six months of 2021.