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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Captrust stays hungry with purchase of $5.5 billion advisory firm
NEWS RIAS MAR 12, 2020
Captrust stays hungry with purchase of $5.5 billion advisory firm

The deal closed just ahead of the market downturn

Eyes wide shut
INVESTING ETFS MAR 08, 2020
Eyes wide shut

Advisers have a blind spot when it comes to nontransparent ETFs

2020 Lipper Awards: ESG the big winner
INVESTING MUTUAL FUNDS MAR 05, 2020
2020 Lipper Awards: ESG the big winner

Calvert and MFS among the top firms recognized

Coronavirus cripples travel plans, postpones industry events
NEWS RIAS MAR 05, 2020
Coronavirus cripples travel plans, postpones industry events

Some at-risk employees are being asked to work from home or attend virtual meetings

Mark Tibergien retiring from Pershing's RIA custody business
NEWS RIAS MAR 03, 2020
Mark Tibergien retiring from Pershing's RIA custody business

Pershing's custody assets grew from $50 billion in 2010 to $822 billion at the end of last year

Vanguard: Fed rate cut a 'high-risk bet'
INVESTING EQUITIES MAR 03, 2020
Vanguard: Fed rate cut a 'high-risk bet'

The fund manager's chief economist called the decision 'premature' should conditions deteriorate further

SEC puts misleading fund names in its crosshairs
INVESTING MUTUAL FUNDS MAR 03, 2020
SEC puts misleading fund names in its crosshairs

The regulator seeks public feedback on its naming rules to better protect investors

David Canter says Fidelity is ready to compete with a Schwab-TD combo
NEWS RIAS MAR 03, 2020
David Canter says Fidelity is ready to compete with a Schwab-TD combo

The head of Fidelity's RIA business warns against underestimating the big private company's breadth and depth

Don’t panic! There’ve been 13 bull and bear markets since WWII
NEWS INDUSTRY NEWS FEB 28, 2020
Don’t panic! There’ve been 13 bull and bear markets since WWII

Over the last eight decades, the average bull market lasting 1,630 days and the average bear lasting 419 days

Market dive puts advisers on the offensive
YOUR PRACTICE PRACTICE MANAGEMENT FEB 28, 2020
Market dive puts advisers on the offensive

Beyond just hand-holding, they provide clients with perspective and advise them to buy low