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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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Liz Nesvold joins Cresset as president

Nesvold is exiting Raymond James to take on an expansive new role at Cresset's $30 billion platform.

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Dynasty Financial launches investment bank to capture a piece of the RIA M&A market

The new Dynasty Investment Bank will cater to buyers and seller regardless of whether they're part of the Dynasty partnership network.

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Pathstone pushes past $80 billion with acquisition of Brainard Capital

Austin, Texas-based Brainard represents a key market for Pathstone's focus on family office services.

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CI Financial cashes in big with sale of stake in Boston RIA

CI claims to have tripled its return on its original minority investment in Congress Wealth Management.

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Asset managers hash out the future of the 60/40 portfolio

For a lot of investors, moving beyond the classic allocation of 60% stocks and 40% bonds will mean a bigger allocation to alternatives and other active strategies.

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Schwab’s Liz Ann Sonders says return to normal could be a rocky ride

Speaking at the Morningstar conference this week, the popular strategist said there are still excesses that need to be wrung out of the economy.

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Morningstar brings competing model portfolios onto its proprietary platform

BlackRock, T. Rowe Price, Fidelity and Clark Capital will get shelf space alongside Morningstar's own models.

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Modern Wealth Management goes from zero to $1.5 billion with first deal

The private equity-backed aggregator launched by veterans of Goldman Sachs and United Capital has acquired Barber Financial Group, with $1.5 billion in assets.

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Fidelity sees shifting dynamics among RIA buyers and sellers

Private equity is still hungry for access to wealth management and smaller firms are fine-tuning their pursuit of scale.

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Showing up for showbiz folks

A big part of working with artists and entertainers is helping them keep their feet on the ground while they're reaching for the stars.