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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Merchant takes minority stake in Baldwin Brothers
NEWS RIAS NOV 10, 2020
Merchant takes minority stake in Baldwin Brothers

The private equity investor views RIAs as 'growth stocks'

Canada's CI Financial plans to dominate US wealth management
NEWS RIAS NOV 06, 2020
Canada's CI Financial plans to dominate US wealth management

Eleven RIA deals since February are just the start of a cross-border strategy for the Toronto-based firm

How the pandemic has put women further behind the financial curve
YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 06, 2020
How the pandemic has put women further behind the financial curve

Ingrained perceptions and stereotypes about women and investing are only exacerbated by the realities of COVID-19

Canada's CI Financial buys 11th US RIA since February
NEWS RIAS NOV 05, 2020
Canada's CI Financial buys 11th US RIA since February

The $59 billion aggregator adds to the major footprint it's building south of its border with the purchase of Doyle Wealth Management

Big Canadian buyer of US RIAs applies to list on NYSE
NEWS RIAS NOV 05, 2020
Big Canadian buyer of US RIAs applies to list on NYSE

CI Financial has acquired 10 U.S. registered investment advisers since February, and plans to buy more

What a divided Congress means for the markets
INVESTING ESG NOV 04, 2020
What a divided Congress means for the markets

Sweeping tax hikes are off the table and the outlook dims for green energy, according to speakers at the Schwab Impact conference

Canadian buyer notches 10th US RIA deal this year
NEWS RIAS NOV 03, 2020
Canadian buyer notches 10th US RIA deal this year

CI Financial adds Houston's Stavis & Cohen, bringing its US advisory assets to $13 billion

Alger swings from fulcrum fees to semitransparent ETFs
NEWS INDUSTRY NEWS NOV 03, 2020
Alger swings from fulcrum fees to semitransparent ETFs

Two of the firm's high-performing strategies will get a new wrapper in Alger's ETF debut

Advisers weigh risks of adding ESG to retirement plan menus
RETIREMENT RETIREMENT PLANNING NOV 02, 2020
Advisers weigh risks of adding ESG to retirement plan menus

With demand from investors growing, plan sponsors focus on their fiduciary duty

Zoomed-out advisers are returning to the office
YOUR PRACTICE PRACTICE MANAGEMENT NOV 02, 2020
Zoomed-out advisers are returning to the office

For some, the upside of in-person meetings and camaraderie outweigh the risks of COVID-19