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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Boston Private acquired by Silicon Valley Bank for $900 million
NEWS INDUSTRY NEWS JAN 04, 2021
Boston Private acquired by Silicon Valley Bank for $900 million

The stock and cash deal will create a $17.7 billion wealth management enterprise

New fund brings private equity to the accredited masses
INVESTING ALTERNATIVES JAN 04, 2021
New fund brings private equity to the accredited masses

Bow River fund bets a Biden administration won't kill the PE market

Hightower acquires $8 billion Bel Air Investment Advisors
NEWS INDUSTRY NEWS JAN 04, 2021
Hightower acquires $8 billion Bel Air Investment Advisors

Aggregator kicks off 2021 with the largest deal in its 12-year history

Advice firms ‘champing at the bit’ over new advertising rule
YOUR PRACTICE PRACTICE MANAGEMENT DEC 23, 2020
Advice firms ‘champing at the bit’ over new advertising rule

The SEC's rule, which represents the first update to advertising regulations since 1961, presents potential opportunities and dangers

Scaramucci to launch SkyBridge Bitcoin fund
NEWS REGULATION AND LEGISLATION DEC 22, 2020
Scaramucci to launch SkyBridge Bitcoin fund

The new fund designed for wealthy investors will be seeded with $20 million

Not even a global pandemic could derail RIA M&A momentum
NEWS RIAS DEC 21, 2020
Not even a global pandemic could derail RIA M&A momentum

Deal watchers say 2021 will be another record year

Darlings of 2020, ETFs expected to carry momentum into 2021
INVESTING MUTUAL FUNDS DEC 21, 2020
Darlings of 2020, ETFs expected to carry momentum into 2021

Strong performance and low fees means the next leg of ETF growth might be just getting started

What Tesla's entry into the S&P 500 means for portfolios
NEWS INDUSTRY NEWS DEC 18, 2020
What Tesla's entry into the S&P 500 means for portfolios

The move marks the single largest addition in the history of the index

Miracle Mile sells minority stake to Merchant Investment Management
NEWS INDUSTRY NEWS DEC 17, 2020
Miracle Mile sells minority stake to Merchant Investment Management

The infusion of capital from the family office is expected to fuel acquisitions

Breaking away from a brokerage during a pandemic is hard ... but rewarding
NEWS INDUSTRY NEWS DEC 16, 2020
Breaking away from a brokerage during a pandemic is hard ... but rewarding

Those RIAs that made the move this year say that the effort has been worth it