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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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As RIA industry swells, advisors discover pros and cons of growth

According to the latest report from Schwab Advisor Services, RIAs need to jump on the growth train in order to keep pace.

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Steward Partners finds balance by adding Pershing custody alongside Raymond James

The addition of breakaway Ensign Wealth Partners, a $500 million RIA, pushes Steward's total custodial assets on the Pershing platform to more than $1 billion.

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Fisher Investments becomes the latest example of high taxes driving people and businesses away

The $197 billion RIA is heading to Texas after Washington state refused to dial back a 7% tax on capital gains.

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Financial advisors torn between trusting the Fed and trusting the bond market

The money flowing into Treasuries has some market watchers believing that the Fed's next move will be a rate cut, and that it could come as soon as June.

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Look before leaping onto platforms offering elevated FDIC-insured deposits

Fintech firms are falling over themselves to court cash deposits, with both Betterment and SoFi announcing expanded FDIC coverage over the past week.

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GeoWealth investment platform expands down-market with deal for First Ascent

The First Ascent Asset Management TAMP will operate as a separately branded subsidiary of GeoWealth.

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  • News
  • March 21, 2023

Bank customers generally keeping calm

Amid the banking system's woes, here’s how sentiment breaks down among different groups of bank clients.

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Covered call ETFs uncovered

The age-old strategy, neatly wrapped in the low-cost convenience of an exchange-traded fund, has gained fresh momentum in the volatile market environment.

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As dust settles on banking sector, some analysts believe worst is over

Recent flows into mutual funds and ETFs suggest that investors are already scooping up beaten down bank stocks.

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Bitcoin enjoys 32% rally in wake of banking crisis

As crypto takes center stage, the Digital Asset Council of Financial Professionals announces it's rolling out an expanded version of its certification for blockchain and digital assets.