Subscribe

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

Topic

Goldman custody business gains steam with $1 billion add from Prime Capital

Goldman representatives say the custody operation is on track for success, but don't disclose details.

Topic

RIAs are embracing compliance as a necessary evil

In an era of increasingly complex regulatory oversight and possibly the most aggressive SEC ever, breakaway RIAs are realizing that compliance is not something to be ignored.

Topic

RIAs need to get past their fear of asking for referrals

Research shows most new clients come directly from referrals from existing clients, yet most advisors are reluctant to ask for referrals.

Topic

CI equity sale seen as endorsement of higher wealth management valuations

The sale of the 20% equity stake values the US wealth unit, CI Private Wealth, at $5.3 billion, and it postpones the planned IPO.

Topic

Organic growth in the RIA space is fading away

David DeVoe challenges the industry to refocus on organic growth, but not just for growth's sake.

Topic

Savant Wealth closes in on $20 billion with fourth acquisition of the year

The deal for Domani Wealth adds $1.5 billion and expands Savant's footprint with Domani's four offices in central Pennsylvania.

Topic

Ex-Brinker execs launch firm catering to RIAs and foreign banks looking to start RIAs

Jason Moore and John Coyne have high hopes for their three-pronged business model at Ategenos Capital.

Topic

Cresset bulks up multifamily office by merging with True Capital Management

True brings $1.7 billion and a raft of athlete and entertainer clients to the Cresset platform, which is hovering around $33 billion.

Topic

Financial advisors shun ‘sell in May’ — but still make the case for selling

History is on the side of sitting on the sidelines from May through October, but advisors say investing is not that simple.

Topic

Strive Asset Management fills leadership vacuum created by CEO’s run for president

Chief investment officer Matt Cole takes on the added role of CEO at the disruptive new asset management shop after Vivek Ramaswamy's departure.