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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Value-focused IVA Funds files to liquidate, close up shop
NEWS REGULATION AND LEGISLATION MAR 11, 2021
Value-focused IVA Funds files to liquidate, close up shop

Faced with shrinking assets and performance challenges, the $2.5 billion boutique asset manager will shutter its two funds next month.

ESG rises to the top of Lipper Awards
INVESTING EQUITIES MAR 11, 2021
ESG rises to the top of Lipper Awards

Calvert and American Century bring home overall fund company awards, and a record 21 funds sweep their categories.

Mercer buys $740 million Epstein & White
NEWS RIAS MAR 10, 2021
Mercer buys $740 million Epstein & White

Seller of the San Diego-based firm describes Mercer leaders as 'Batman and Batman.'

Advisers scramble to make sense of recent market volatility
NEWS INDUSTRY NEWS MAR 05, 2021
Advisers scramble to make sense of recent market volatility

As broad market indexes continue to decline, giving back most of the gains they've made so far this year, advisers say clients are growing fearful of a repeat of March 2020.

PE firm Merchant buys stake in Axiom Financial Strategies
INVESTING ALTERNATIVES MAR 05, 2021
PE firm Merchant buys stake in Axiom Financial Strategies

The deal shows that private equity investors are starting to move down-market to invest in smaller registered investment advisers.

Vanguard's first active bond ETF has 'disruption' written all over it
INVESTING ETFS MAR 04, 2021
Vanguard's first active bond ETF has 'disruption' written all over it

The low-cost provider is planning a cash-alternative exchange-traded fund whose cost is about half that of popular ETFs in the category.

iCapital leverages KKR to lure investors into private equity
INVESTING ALTERNATIVES MAR 04, 2021
iCapital leverages KKR to lure investors into private equity

The rebranded PE fund targets the country's 13 million accredited households with an offer of access to KKR's investment expertise.

The ESG space must take a hard line on greenwashing
INVESTING EQUITIES MAR 03, 2021
The ESG space must take a hard line on greenwashing

The industry is nowhere near settled on a common vernacular. The ESG space needs more clarity and writing off greenwashing is not helping anyone.

Bob Doll to retire from Nuveen
INVESTING EQUITIES MAR 03, 2021
Bob Doll to retire from Nuveen

The popular market strategist and forecaster is making an exit, a spokesperson confirmed on Tuesday. Doll, 66, who has worked in investment management for 42 years, is expected to officially depart at the end of March.

Abacus Wealth merges with social justice RIA Robasciotti & Philipson
YOUR PRACTICE PRACTICE MANAGEMENT MAR 03, 2021
Abacus Wealth merges with social justice RIA Robasciotti & Philipson

Co-founders of the RIA Rachel Robasciotti and Maya Philipson will not work with clients at Abacus and will largely spend time managing their ETF. The firm reported $130 million in assets under management.