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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Morgan Stanley's well-timed purchase gives ETrade new life
NEWS WIREHOUSES FEB 20, 2020
Morgan Stanley's well-timed purchase gives ETrade new life

RIAs that work with ETrade are in limbo for now as the big bank concentrates on wallet share and ETrade's stock purchase plan business

Morgan Stanley is buying ETrade for $13 billion
NEWS WIREHOUSES FEB 20, 2020
Morgan Stanley is buying ETrade for $13 billion

The all-stock deal will reshape the wealth management landscape

Franklin-Legg Mason combo could produce nontransparent ETF powerhouse
INVESTING ETFS FEB 19, 2020
Franklin-Legg Mason combo could produce nontransparent ETF powerhouse

Will a majority stake in Precidian Investments put the merged firms on the ETF map?

Robertson Stephens expands its West Coast footprint
NEWS INDUSTRY NEWS FEB 19, 2020
Robertson Stephens expands its West Coast footprint

Its acquisition of Vine Street Wealth Management boosts the RIA's assets to more than $1.3 billion

Focus Financial acquires Australian advisory firm
NEWS INDUSTRY NEWS FEB 18, 2020
Focus Financial acquires Australian advisory firm

Melbourne-based Mediq specializes in working with members of the medical profession

LPL's tech stack attracts $200 million team from Cetera
NEWS BROKER DEALERS FEB 18, 2020
LPL's tech stack attracts $200 million team from Cetera

The Sacramento duo make up the investment unit of the Sacramento Credit Union

BlackRock to co-manage high-yielding alternative income fund
INVESTING ALTERNATIVES FEB 18, 2020
BlackRock to co-manage high-yielding alternative income fund

YieldStreet Prism Fund gives individual investors direct access to BlackRock's institutional expertise

How to spot greenwashing
YOUR PRACTICE PRACTICE MANAGEMENT FEB 17, 2020
How to spot greenwashing

Best practices to check out ESG criteria

BlackRock learns it ain't always easy being green
INVESTING ESG FEB 15, 2020
BlackRock learns it ain't always easy being green

New reports show how even the world's largest asset manager at more than $7.8 trillion and one of the most vocal proponents of environmental, social and corporate governance causes can be guilty of greenwashing.

American Century lifts the curtain on nontransparent ETFs
INVESTING ETFS FEB 14, 2020
American Century lifts the curtain on nontransparent ETFs

The asset manager has high hopes for the first two ETFs it's preparing to launch with the unique new wrapper