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
Displaying 3577 results
$1 billion RIA leaves Cambridge Investment Group
NEWS RIAS OCT 16, 2020
$1 billion RIA leaves Cambridge Investment Group

The Berger Financial Group has designs on stimulating growth through further acquisitions

RBC recruits female team managing $1.2 billion from JPMorgan
YOUR PRACTICE PRACTICE MANAGEMENT OCT 16, 2020
RBC recruits female team managing $1.2 billion from JPMorgan

The LSS Group was drawn to RBC for its entertainment industry connections and fixed-income platform

New asset manager tests adviser appetite for targeted ETFs
INVESTING MUTUAL FUNDS OCT 15, 2020
New asset manager tests adviser appetite for targeted ETFs

Gabriel Hammond's latest venture is setting its sights on private markets

New book details how financial pros manage their own money
NEWS OPINION OCT 15, 2020
New book details how financial pros manage their own money

A collection of essays from Josh Brown and other top investors proves there are many ways to invest

Green investments rally ahead of potential 'blue wave' election
INVESTING ESG OCT 09, 2020
Green investments rally ahead of potential 'blue wave' election

Targeted ETF strategies are up more than 80% so far this year as Biden gains steam

Schwab's Bernie Clark christens TD deal with open arms to RIAs
NEWS BROKER DEALERS OCT 06, 2020
Schwab's Bernie Clark christens TD deal with open arms to RIAs

'We are committed to every size adviser,' he said during a conference call to mark the closing of the historic deal

Latest ETF launch promotes social justice
INVESTING ESG OCT 05, 2020
Latest ETF launch promotes social justice

The new fund joins a short list of other exchange-traded products that have had mixed investing results

Faith-based investing catches a ride on the ESG wave
INVESTING ALTERNATIVES OCT 01, 2020
Faith-based investing catches a ride on the ESG wave

Advisers find even nonreligious clients are embracing faith-based strategies

What advisers should expect from Trump-Biden debate
NEWS INDUSTRY NEWS SEP 29, 2020
What advisers should expect from Trump-Biden debate

The markets are longing for economic stimulus and less talk about tax hikes

Financial services exodus from high-tax locales gains steam
YOUR PRACTICE PRACTICE MANAGEMENT SEP 28, 2020
Financial services exodus from high-tax locales gains steam

The lockdown has shown firms that they're not tied to one location