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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.

Displaying 4109 results

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DFA request for ETF share classes marks tipping point for legacy fund companies

The $614 billion asset manager is applying a full-court press to take advantage of an expired Vanguard patent.

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Future of Thrivent Advisor Network in question after Armitage exit

Top exec says firm changed direction as platform posed too much competition for its legacy insurance side.

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Financial advisors expect latest inflation data to cool Fed’s jets

With inflation at its lowest level since March 2021, advisors are hoping the Fed can stop raising interest rates.

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Captrust acquires $2.3 billion Southern Wealth Management for fifth deal this year

This marks the third Texas acquisition this year for Captrust, which now has 69 deals on the books.

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Stock rally, high rates have advisors rethinking covered call strategies

Hedging equities with option income loses some luster, but still works for certain clients.

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RIA M&A stumbles in the second quarter

Acquirers say the highest-quality firms still command high valuations, while the rest are seeing new deal structures.

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Millennial advisor carves a niche populated by her peers

Emily Stead wants to be the advisor people think of when a younger person is facing a financial challenge.

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Why bonds are shaping up to be the new alternative investment

As the recession outlook moves further down the road, advisors see the Fed keeping rates higher for longer, boosting the appeal of fixed income.

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Advisors prep clients for recession everyone anticipates but nobody can see

Consensus estimates are that the US economy will dip into recession later this year or early next year.

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Mercer Global Advisors adds $400 million in first deal since latest recapitalization

The founder of Macon, Georgia-based Day & Ennis, a 35-year-old RIA, cited the need to scale as a driving force behind the deal.