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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EP Wealth adds $535 million with Harris Financial acquisition
NEWS RIAS NOV 20, 2020
EP Wealth adds $535 million with Harris Financial acquisition

The $9 billion PE-backed acquirer has made 13 deals in three years

T. Rowe Price to launch new asset management business
INVESTING ETFS NOV 19, 2020
T. Rowe Price to launch new asset management business

The new platform will be seeded with six funds managing $167 billion in a effort to manage capacity issues

Toronto RIA consolidator CI Financial lists on NYSE
NEWS INDUSTRY NEWS NOV 19, 2020
Toronto RIA consolidator CI Financial lists on NYSE

With 11 deals since February, the Canadian financial firm is dominating the U.S. RIA market

DFA plans $20 billion dive into ETF market
INVESTING MUTUAL FUNDS NOV 17, 2020
DFA plans $20 billion dive into ETF market

In addition to three new ETFs, Dimensional Fund Advisors will convert six mutual funds

Green wave drives ESG assets over $17 trillion
INVESTING ESG NOV 16, 2020
Green wave drives ESG assets over $17 trillion

A new report shows ESG assets now make up a third of all managed money, according to The Forum for Sustainable and Responsible Investment

Captrust expands to Colorado with purchase of female-led RIA
NEWS RIAS NOV 12, 2020
Captrust expands to Colorado with purchase of female-led RIA

$785 million Denver-based Shine Wealth Partners will rebrand as Captrust

Finance leaders ask CFP Board to recommend pro bono work
NEWS RIAS NOV 11, 2020
Finance leaders ask CFP Board to recommend pro bono work

The biggest brands in the industry endorsed a call to action to dedicate 25 hours a year to pro bono service

Schwab prunes 200 TD Ameritrade branches
NEWS RIAS NOV 11, 2020
Schwab prunes 200 TD Ameritrade branches

The move will leave a nationwide network of more than 400 combined office locations

Toronto mega-buyer CI Financial acquires Roosevelt Investments
NEWS RIAS NOV 11, 2020
Toronto mega-buyer CI Financial acquires Roosevelt Investments

Canadian consolidator has made 12 deals since February, and three in less than two weeks

RIAs relish the idea of government gridlock under Biden
INVESTING EQUITIES NOV 10, 2020
RIAs relish the idea of government gridlock under Biden

Divided government is what the financial markets want most