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
Morningstar, Lipper push for better ESG data
INVESTING ESG JUL 07, 2020
Morningstar, Lipper push for better ESG data

The fund trackers are seeking uniform disclosure and transparency

Sequoia Financial joins the private equity party
NEWS RIAS JUL 07, 2020
Sequoia Financial joins the private equity party

The $4.7 billion RIA will use the influx of new capital for a 'durability plan' and to make acquisitions

T. Rowe Price finds a path to the ETF market
INVESTING ETFS JUL 06, 2020
T. Rowe Price finds a path to the ETF market

The traditional mutual fund provider plans to launch four semitransparent ETFs this month

COVID-19 tamps down pace of RIA consolidation
NEWS RIAS JUL 02, 2020
COVID-19 tamps down pace of RIA consolidation

Deal activity is expected to pick up steam in the second half of the year

TD Ameritrade says brokers are running out of reasons not to go independent
NEWS RIAS JUL 01, 2020
TD Ameritrade says brokers are running out of reasons not to go independent

The semiannual study shows the breakaway trend is increasingly gaining steam

Client satisfaction topping the charts: Cerulli
YOUR PRACTICE PRACTICE MANAGEMENT JUN 26, 2020
Client satisfaction topping the charts: Cerulli

Clients not only like the advice they're getting, but they also don't mind the fees they're paying

Coming soon: Dimensional Fund Advisors ETFs
INVESTING ETFS JUN 26, 2020
Coming soon: Dimensional Fund Advisors ETFs

For the first time, individual investors will have direct access to coveted DFA strategies

Fidelity research shows COVID-19 steering advisers toward technology
YOUR PRACTICE FINTECH JUN 23, 2020
Fidelity research shows COVID-19 steering advisers toward technology

The research points to a 50% increase in digital marketing strategies since pandemic hit

Creative Planning notches seventh deal of 2020 with $700 million RIA
NEWS RIAS JUN 23, 2020
Creative Planning notches seventh deal of 2020 with $700 million RIA

The purchase of Sunrise Advisors marks the first local acquisition for the Kansas-based firm

Advisers shouldn't be afraid to outsource portfolio management
YOUR PRACTICE PRACTICE MANAGEMENT JUN 23, 2020
Advisers shouldn't be afraid to outsource portfolio management

WisdomTree research shows that clients are much more comfortable with the practice if it’s presented to them in the right way