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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

Topic

Nvidia stock spike shines light on ETFs offering AI exposure

As interest in artificial intelligence grows, it's worth looking under the hood of sector ETFs.

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Thrivent Advisor Network adds 25th affiliate to its turnkey RIA platform

Since launching as a spinoff of Thrivent Financial in 2019, the platform has grown to $5 billion in client assets.

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12 key points to consider on the debt ceiling and the markets

As talks on the debt ceiling continue, the Wells Fargo Investment Institute looks at how the situation could affect Treasury securities, other fixed-income instruments and the stock market.

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Concurrent restructures to recruit advisors from across wealth management

Since becoming a hybrid RIA, Concurrent has added five new firms that combine for $440 million and it's ramping up to co-brand advisors from every possible direction.

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New ETF uses artificial intelligence to time the market

The fourth ETF from upstart Qraft will test the limits of AI by going in and out of the market based on what the data say.

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Merit notches 19th deal since taking PE capital

The acquisition of Planned Futures, which manages $460 million, expands Merit's footprint in Pennsylvania.

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BNY Mellon ups its cash management game

Its expanded LiquidityDirect platform provides access to various short-term cash management funds, strategies and even community banks.

Topic

The evolution of RIA consolidation starts to favor buyers

Fidelity's latest report shows more deals involving smaller firms and structures that put buyers in the driver's seat.

Topic

When fiduciary duty is at odds with what’s right for clients

It's time for the financial services industry to rethink its rules when it comes to offsetting fees.

Topic

Financial advisors tune out debt ceiling hysteria

Advisors shrug off Washington's noisy political spat as more of the same, anticipating a dramatic last-minute deal to increase the debt limit.

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