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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.

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Displaying 4109 results

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Are AUM fees heading toward extinction?

The asset-based model is the default setting for many firms, but more creative thinking is needed to attract the next generation of clients.

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Advisors tilt toward ETFs, growth stocks and investment-grade bonds: Fidelity

Advisors hail traditional benefits of ETFs while trend toward aggressive equity exposure shows how 'soft landing has replaced recession.'

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Chasing retirement plan prospects with a minority business owner connection

Martin Smith blends his advisory niche with an old-school method of rolling up his sleeves and making lots of cold calls.

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Inflation data fuel markets but economists remain cautious

PCE inflation data is at its lowest level in two years, but is that enough to stop the Fed from raising interest rates?

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Advisors roll with the Fed’s well-telegraphed monetary policy move

The June pause in the rate-hike cycle has introduced the possibility of another pause in September, but most advisors see rates higher for longer.

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AdvicePay hires new CEO to succeed Alan Moore

The payment platform brings on fintech veteran Alex Sauickie, who plans to help expand services to banks and broker-dealers.

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ETF strategy designed for night owls gets a wake-up call

NightShares shutters two ETFs that only invest when the market is closed.

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RIAs leaned on organic growth to weather 2022, Schwab study shows

In the latest RIA Benchmarking Study, growth supplanted the pursuit of talent as the top priority for most advisory firms.

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FPA rolls out welcome mat for alternative investments

A partnership with the Chartered Alternative Investment Analyst Association will help FPA members educate themselves and their clients about alternatives.

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Pathstone tops $100 billion with latest acquisition

The New Jersey-based mega RIA is adding $17 billion by buying Veritable from Affiliated Managers Group.

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