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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Power outages force advisers to leverage Covid-19 contingencies
YOUR PRACTICE PRACTICE MANAGEMENT FEB 16, 2021
Power outages force advisers to leverage Covid-19 contingencies

Freezing temperatures and power outages have affected much of the country. The deadly winter weather is testing the limits of creativity as advisers fight to serve clients and stay warm.

Captrust adds $154 billion in plan assets with Cammack deal
RETIREMENT RETIREMENT PLANNING FEB 16, 2021
Captrust adds $154 billion in plan assets with Cammack deal

The retirement plan aggregator's national footprint grows to more than $600 billion with the addition of Cammack Retirement Group, which serves more than 170 plan sponsors.

Canadian Bitcoin ETF turns up heat on U.S. fund managers, regulators
INVESTING ALTERNATIVES FEB 12, 2021
Canadian Bitcoin ETF turns up heat on U.S. fund managers, regulators

Being behind Canada on Bitcoin funds could put U.S. ETF providers at a disadvantage when it comes to gaining market share.

Living the 'lifestyle practice' dream
NEWS RIAS FEB 12, 2021
Living the 'lifestyle practice' dream

Why a 64-year-old RIA doesn't worry about building scale and has no plans to retire, even though he could fetch about $5 million for his firm in today’s white-hot market.

Kitces report reignites debate over advisory fees
YOUR PRACTICE PRACTICE MANAGEMENT FEB 11, 2021
Kitces report reignites debate over advisory fees

Rick Ferri, a proponent of keeping fees low, rattles cages by suggesting asset-based pricing is a violation of fiduciary duty.

As markets get frothier, advisers migrate toward alternatives
INVESTING ALTERNATIVES FEB 05, 2021
As markets get frothier, advisers migrate toward alternatives

Survey shows 98% of advisers plan to increase or maintain client allocations to alts in the year ahead; the strategies most likely to see an increase in allocation are real estate, private equity and private credit.

Creative Planning doubles retirement plan assets with $6 billion deal
NEWS INDUSTRY NEWS FEB 04, 2021
Creative Planning doubles retirement plan assets with $6 billion deal

The deal brings on board all 15 employees from Iron Financial's retirement business, and more than doubles Creative Planning’s retirement plan assets to approximately $10 billion.

Buckle up! The GameStop saga isn't going away
NEWS OPINION JAN 29, 2021
Buckle up! The GameStop saga isn't going away

The real fun is just getting started, now that everybody and their mother knows what a short squeeze is.

Industry veterans put short-squeeze bedlam in perspective
NEWS INDUSTRY NEWS JAN 28, 2021
Industry veterans put short-squeeze bedlam in perspective

The so-called short squeeze that drives up share prices by forcing investors betting on a stock to go down to buy more of it to hedge potential losses is not new to the 2020s, but it is easier to execute.

Advisers ponder systemic risks to markets as GameStop stock spins out of control
YOUR PRACTICE FINTECH JAN 27, 2021
Advisers ponder systemic risks to markets as GameStop stock spins out of control

A social media platform and ready access to mobile trading apps have helped push an otherwise obscure, money-losing videogame retail business to a $21 billion market cap.