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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

Topic

Financial advisors wave the caution flag in client portfolios

Fidelity research shows a trend toward de-risking and an increased focus on diversification in the portfolios advisors build for their clients.

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How to avoid being fired by your clients

A Morningstar report shows most clients want to feel connected to their advisor beyond just their investment account.

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Not investing in ESG doesn’t make you anti-ESG

As the environmental, social and governance space evolves, we're learning that the value from an investment perspective is not always best, even if it's always good.

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Economic realities dampen pace of RIA acquisitions

This is the first time since 2014 that first-quarter deal volume has declined from the same quarter a year earlier, according to data from DeVoe & Co.

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Financial advisors are jumping on the bull market bandwagon

As some of the worst performers of 2022 rebound in the first quarter, the outlook for the financial markets looks rosy.

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Financial advisors ignore succession planning at their own peril

Experts detail the nuances of navigating ownership transition plans, and it's rarely a straightforward and easy path.

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United Capital veterans launch RIA aggregator with big goals

Private equity-backed Modern Wealth Management aims to be a multibillion-dollar firm by year-end.

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Vanguard’s efforts to navigate climate activism get messy

Four months after exiting the Net Zero Asset Managers initiative, Vanguard is being depicted as a company doing nothing about climate change.

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Blockchain dividend distributions emerge as latest threat to traditional finance

Crypto experts say distributions via blockchain technology will soon be commonplace.

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Custody, compliance and tech lay the foundation for going independent

An expansive network of platforms and services has evolved that's designed to support breakaway brokers.