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.

Jeff Benjamin
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Bank customers generally keeping calm
RIA NEWS MAR 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.

Covered call ETFs uncovered
ETFS MAR 21, 2023
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.

As dust settles on banking sector, some analysts believe worst is over
RIA NEWS MAR 20, 2023
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.

Bitcoin enjoys 32% rally in wake of banking crisis
RIA NEWS MAR 17, 2023
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.

As RIAs chase scale, smaller practices will scramble to stay relevant: Report
RIA NEWS MAR 16, 2023
As RIAs chase scale, smaller practices will scramble to stay relevant: Report

Research from Advisor Growth Strategies sees smaller firms facing increased pressure to grow or specialize to meeting rising client expectations.

Custody newbie Altruist claims No. 3 spot with SSG acquisition
RIA NEWS MAR 15, 2023
Custody newbie Altruist claims No. 3 spot with SSG acquisition

In less than two weeks, Altruist's custody business grows from zero to more than 3,000 RIA clients, with only Schwab and Fidelity having more RIA relationships.

Banks on the bubble after SVB failure
EQUITIES MAR 14, 2023
Banks on the bubble after SVB failure

Here are 8 bank stocks that have been whipsawed recently in the wake of the collapse of Silicon Valley Bank.

A financial planning lifeline for those caring for people with disabilities
RIA NEWS MAR 13, 2023
A financial planning lifeline for those caring for people with disabilities

Rivent Partners has carved a niche at the intersection of affluence and social programs.

Bank failures spotlight cash management platforms
RIA NEWS MAR 13, 2023
Bank failures spotlight cash management platforms

Financial advisors look for creative ways to keep client cash accounts from going over the $250,000 limit on FDIC coverage.

SVB failure leaves advisors, analysts questioning deeper risks in US banking system
REGULATION AND LEGISLATION MAR 10, 2023
SVB failure leaves advisors, analysts questioning deeper risks in US banking system

The California bank's problems show how higher interest rates make it harder to keep deposits on the books.