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
Chicago-area RIAs combine to create $8 billion advisory firm
NEWS RIAS JAN 08, 2020
Chicago-area RIAs combine to create $8 billion advisory firm

Savant Capital Management is acquiring Huber Financial Advisors

Bob Doll’s 10 predictions for 2020
INVESTING EQUITIES JAN 07, 2020
Bob Doll’s 10 predictions for 2020

Nuveen’s chief equity strategist is heading into 2020 with a generally bullish outlook

Like the markets, advisers largely shrug off Iran threat
INVESTING EQUITIES JAN 07, 2020
Like the markets, advisers largely shrug off Iran threat

Financial markets appear to be separating geopolitics from economics for the time being

Private equity money finds new entry point to wealth management
INVESTING ALTERNATIVES JAN 06, 2020
Private equity money finds new entry point to wealth management

PR firm Gregory FCA sells minority stake to private equity investors

How long can the good times last?
INVESTING FIXED INCOME JAN 03, 2020
How long can the good times last?

Mohamed El-Erian does not see a recession coming this year, but he’s moving more of his personal portfolio into cash

Using ETF clones to save on fees
NEWS INDUSTRY NEWS JAN 03, 2020
Using ETF clones to save on fees

State Street Global Advisors is launching cheaper versions of three popular index strategies

Vanguard eliminates trading fees for stocks and options
INVESTING EQUITIES JAN 02, 2020
Vanguard eliminates trading fees for stocks and options

The move brings the low-cost asset manager up to speed with the likes of Schwab, TD Ameritrade, Fidelity and ETrade

Court orders ETF provider to pay Nasdaq $78 million for breach of contract
NEWS REGULATION AND LEGISLATION DEC 24, 2019
Court orders ETF provider to pay Nasdaq $78 million for breach of contract

ETF Managers Group says it will appeal the ruling.

YieldStreet aims to bring alternatives to IRAs with WealthFlex acquisition
YOUR PRACTICE FINTECH DEC 16, 2019
YieldStreet aims to bring alternatives to IRAs with WealthFlex acquisition

The robo combo will make it easier for wealthy investors to own alternative investments in qualified accounts.

Advisers draw up plans for 2020
NEWS INDUSTRY NEWS DEC 14, 2019
Advisers draw up plans for 2020

Issues advisers will spend more time on with clients next year