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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Demand for RIA talent drives compensation higher: Schwab
NEWS RIAS FEB 25, 2021
Demand for RIA talent drives compensation higher: Schwab

Latest benchmarking study shows compensation representing 74% of RIA expenses and growing by 4% annually.

$1.8 billion mutual fund halts redemptions over alleged fraud
INVESTING EQUITIES FEB 24, 2021
$1.8 billion mutual fund halts redemptions over alleged fraud

The manager of the Infinity Q liquid alt fund was fired after being accused of fudging asset values. The fund could not value its assets for purposes of calculating its net asset value.

2 new ESG ETFs bring small- and mid-cap stocks into focus
INVESTING EQUITIES FEB 24, 2021
2 new ESG ETFs bring small- and mid-cap stocks into focus

The funds are the first ETFs to track the environmental, social and governance versions of the indexes. The DWS suite of ESG ETFs come with a tracking error of about one percentage point.

How the pandemic highlights diversity challenges in financial services
YOUR PRACTICE PRACTICE MANAGEMENT FEB 23, 2021
How the pandemic highlights diversity challenges in financial services

Speakers at Women in Asset Management summit say diversity and inclusion efforts can begin anywhere.

Wells Fargo Asset Management sold to private equity for $2.1 billion
INVESTING ALTERNATIVES FEB 23, 2021
Wells Fargo Asset Management sold to private equity for $2.1 billion

Nico Marais will stay on as CEO of the $603 billion business after the sale to GTCR and Reverence Capital Partners, while there will be fresh faces on the board.

Where financial advisers sit on the $15 minimum wage divide
NEWS INDUSTRY NEWS FEB 22, 2021
Where financial advisers sit on the $15 minimum wage divide

Ther debate over doubling the federal minimum wage pits economic principles against politics. From a payroll perspective, financial services is generally not expected to be impacted by a minimum wage hike, but the economy at large could be.

The unquenchable thirst for wealth management
NEWS RIAS FEB 22, 2021
The unquenchable thirst for wealth management

With M&A in the RIA space setting records, the focus turns naturally to the seemingly irreversible influence of private equity money.

Putnam latest old-school fund firm to sell semitransparent ETFs
INVESTING EQUITIES FEB 18, 2021
Putnam latest old-school fund firm to sell semitransparent ETFs

The 84-year-old fund complex enters the ETF market with four funds, including two ESG strategies, and joins a host of fund companies seeking opportunities in the semitransparent space.

Latest gold ETF times the market so advisers don't have to
INVESTING EQUITIES FEB 18, 2021
Latest gold ETF times the market so advisers don't have to

The fund rebalances gold and cash based on recent market volatility. It marks the first product from Wilshire Phoenix after the firm spent much of the past two years trying to get a bitcoin ETF approved by the SEC.

Fund companies can follow a road map to ESG success
INVESTING ESG FEB 17, 2021
Fund companies can follow a road map to ESG success

As investors and financial advisers fine-tune their focus on sustainable investing strategies, fund companies should tailor their offerings.