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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NEWS RIAS JAN 10, 2018
Arizona advisory firms partner to create $730M business

Ashton Thomas Private Wealth in Scottsdale, Ariz., will see a near-50% increase in assets under management to $730 million through a partnership with Tucson-based Financial Architects.

NEWS RIAS JAN 09, 2018
Mercer Advisors acquires two RIAs as M&A activity heats up

Five deals this month already beats last year's quarterly consolidation pace.

NEWS RIAS JAN 08, 2018
The Colony Group adds $1.5 billion in double merger

Focus Financial partner firm has done seven deals since 2011.

RETIREMENT RETIREMENT PLANNING JAN 08, 2018
Growth of HSAs opens new market for financial advisers

Health savings accounts are an investment planning opportunity, given most of their $45 billion sits in cash.

INVESTING FIXED INCOME JAN 06, 2018
2018 outlook in bond investing calls for change

Five fixed income experts prophesize about a year of increasing rates.

RETIREMENT LIFE INSURANCE AND ANNUITIES JAN 05, 2018
Trump's social-media saber rattling spawns fresh look at 'apocalypse insurance'

Advisers agree that not all apocalypses are created equal.

YOUR PRACTICE PRACTICE MANAGEMENT JAN 02, 2018
RIAs must move beyond investments to justify fees

Cost transparency is key, along with full-service planning.

NEWS RIAS DEC 28, 2017
RIAs hedge market risk with actively managed funds

Advisers worry that, as the bull market gets long in the tooth, passive funds may falter.

YOUR PRACTICE FINTECH DEC 20, 2017
Morningstar sells Broadridge its board consulting services business

NEWS RIAS DEC 20, 2017
RIA sellers need their own Zillow