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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New twist on private equity in RIA space: Silent minority ownership
NEWS RIAS JUL 29, 2019
New twist on private equity in RIA space: Silent minority ownership

Upstart Kudu Investment Management acquires piece of a second advisory firm.

Morgan Stanley arms reps with ESG analysis tool
NEWS RIAS JUL 29, 2019
Morgan Stanley arms reps with ESG analysis tool

The new impact quotient pairs impact objectives with investments

Advisers view diversity efforts as a complex, heavy lift
NEWS RIAS JUL 26, 2019
Advisers view diversity efforts as a complex, heavy lift

Survey of InvestmentNews readers shows they see upside of diversity but have limited motivation to address it.

Advisory firm founder carries half his clients' fees into retirement
NEWS RIAS JUL 25, 2019
Advisory firm founder carries half his clients' fees into retirement

Mohr Financial Group's unique succession plan relies on the dedication of the next generation of advisers to keep clients happy.

Low-cost gold ETFs introduce new fiduciary challenge
INVESTING ALTERNATIVES JUL 23, 2019
Low-cost gold ETFs introduce new fiduciary challenge

The arrival of funds offering cheaper access to gold means advisers must weigh liquidity against cost.

AssetMark IPO seen as boon for financial services
NEWS RIAS JUL 18, 2019
AssetMark IPO seen as boon for financial services

Investors pounce, driving shares of the TAMP up 19% in first-day trading

Advisers shrug off Schwab's potential purchase of USAA brokerage
NEWS INDUSTRY NEWS JUL 17, 2019
Advisers shrug off Schwab's potential purchase of USAA brokerage

The reported $2 billion deal could close within a month, adding 100,000 new clients to Schwab's adviser referral program.

National Holdings facing lawsuit for allegedly retaliating against whistleblower
NEWS REGULATION AND LEGISLATION JUL 16, 2019
National Holdings facing lawsuit for allegedly retaliating against whistleblower

Chief compliance officer claims she was fired for investigating insider trading by the company's chief executive

Advisers scramble to help retirees navigate looming Fed rate cut
NEWS RIAS JUL 15, 2019
Advisers scramble to help retirees navigate looming Fed rate cut

The Fed's first interest-rate cut in a decade has advisers warning against chasing the bait of risk over safety.

ESG funds hitting their stride with record-level inflows
INVESTING ESG JUL 12, 2019
ESG funds hitting their stride with record-level inflows

Advisers and investors take notice as more funds achieve three-year track records showing solid performance.