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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Ariel Investments promotes Mellody Hobson to co-CEO
YOUR PRACTICE PRACTICE MANAGEMENT JUL 11, 2019
Ariel Investments promotes Mellody Hobson to co-CEO

Chicago-based asset manager becomes a role model for leadership diversity

Surging demand turns solar panels into the hottest summer investment
NEWS RIAS JUL 10, 2019
Surging demand turns solar panels into the hottest summer investment

Tax incentives fuel sales and drive share prices up by double and triple digits.

World bond index adds climate-risk screen
INVESTING ESG JUL 09, 2019
World bond index adds climate-risk screen

U.S. takes the biggest hit when the index of government bonds is weighted by climate risk factors.

Embracing the highs and lows of cannabis investing
NEWS RIAS JUL 09, 2019
Embracing the highs and lows of cannabis investing

Momentum is on the side of legalization at the federal level

RIA acquisitions on record pace, despite sometimes volatile markets
NEWS RIAS JUL 08, 2019
RIA acquisitions on record pace, despite sometimes volatile markets

Echelon Partners is predicting M&A activity in RIA space will be up 11% in 2019.

Morningstar emphasizes fees, performance in upgrade of fund ratings
NEWS RIAS JUL 08, 2019
Morningstar emphasizes fees, performance in upgrade of fund ratings

Changes to forward-looking analysts' ratings could lead to more downgrades than upgrades

Morgan Stanley breakaway team forms $215 million RIA in N.J.
NEWS RIAS JUL 03, 2019
Morgan Stanley breakaway team forms $215 million RIA in N.J.

QP Wealth Management specializes in serving wealthy clients and alternative investments.

How employee stock ownership becomes a succession plan
NEWS RIAS JUL 03, 2019
How employee stock ownership becomes a succession plan

Spreading ownership across the advisory firm keeps employees happy and engaged while offering a clean exit for the owners.

Former brokers say breaking away to be RIA went better than they feared
NEWS RIAS JUL 02, 2019
Former brokers say breaking away to be RIA went better than they feared

TD Ameritrade Institutional survey predicts continuation of trend toward independence

Active managers putting pressure on index funds
INVESTING MUTUAL FUNDS JUL 01, 2019
Active managers putting pressure on index funds

Nearly half of all large-cap active funds are beating the benchmark this year.