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
Advisers question the value of bonds in client portfolios
YOUR PRACTICE PRACTICE MANAGEMENT AUG 19, 2020
Advisers question the value of bonds in client portfolios

The traditional portfolio ballast layers on risk without providing much reward

Advisers get political — and confrontational — on Twitter
YOUR PRACTICE FINTECH AUG 18, 2020
Advisers get political — and confrontational — on Twitter

The rewards of striking political points outweigh the risks of alienating clients for many of the most vocal advisers

Remote work trend drives performance of thematic ETFs
YOUR PRACTICE PRACTICE MANAGEMENT AUG 13, 2020
Remote work trend drives performance of thematic ETFs

Exchange-traded funds that focus on cloud computing and cybersecurity are having a good year

RIA buyers see the consolidators consolidating
NEWS RIAS AUG 12, 2020
RIA buyers see the consolidators consolidating

Executives from Carson Group, Creative Planning, Hightower, Sanctuary Wealth and Thrivent say M&A is here to stay

Creative Planning acquires $600 million Lenox Wealth Management
NEWS INDUSTRY NEWS AUG 11, 2020
Creative Planning acquires $600 million Lenox Wealth Management

The Cincinnati-based advisory firm looks to leverage Creative Planning's scale and technology

Hightower notches fifth deal since March with more to come
NEWS RIAS AUG 11, 2020
Hightower notches fifth deal since March with more to come

The RIA consolidator will continue to be "pretty active" in 2020, according to CEO Bob Oros

Interactive Brokers fined $38 million for lapsed money laundering oversight
YOUR PRACTICE PRACTICE MANAGEMENT AUG 10, 2020
Interactive Brokers fined $38 million for lapsed money laundering oversight

Finra, along with two other regulators, levied fines against the broker-dealer for widespread system failures

Can buffered ETFs help clients ride out the storms?
INVESTING ESG AUG 07, 2020
Can buffered ETFs help clients ride out the storms?

There's a growing appeal for the downside protection the products provide, but there's also a downside to that protection

Tough sledding for equity funds in COVID-19's wake: Cerulli
INVESTING EQUITIES AUG 06, 2020
Tough sledding for equity funds in COVID-19's wake: Cerulli

The forecast has stock funds losing share to bonds and money market funds over the next five years

Canadian buyer gobbles up $4.5 billion RIA, Balasa Dinverno Foltz
NEWS RIAS AUG 05, 2020
Canadian buyer gobbles up $4.5 billion RIA, Balasa Dinverno Foltz

CI Financial marks its fifth U.S. deal since February, and it's just getting started