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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Response to inflation is likely to dominate economic policies
INVESTING EQUITIES JUL 11, 2022
Response to inflation is likely to dominate economic policies

While higher interest rates are the go-to move to temper inflation, the efforts to restrict money supply also introduce the risk of a recession.

Wentworth broker-dealer is going public via SPAC
RIAS RIA NEWS JUL 08, 2022
Wentworth broker-dealer is going public via SPAC

The deal, which values the firm at $208 million, will take the enterprise public later this year as Binah Capital Group.

Economic uncertainty has both advisers and clients delaying retirement
RIAS RIA NEWS JUL 07, 2022
Economic uncertainty has both advisers and clients delaying retirement

Research from Ameriprise also shows that at least a quarter of financial advisers have no succession plan, and 14% expect to leave the business to a buyer.

Making the case for mild recession and stock  rebound in the second half
INVESTING EQUITIES JUL 06, 2022
Making the case for mild recession and stock rebound in the second half

Columbia Threadneedle analysts say that the U.S. might already be in recession and that the Fed might not need to raise the fed funds rate higher than 3%.

Leveraging machine learning to outperform traditional model portfolios and funds
ADVISOR NEWS FINTECH JUL 06, 2022
Leveraging machine learning to outperform traditional model portfolios and funds

Technology can remove the human bias in investing, while also offering investors exposure to securities, but with reduced drawdown, minimized volatility and lower beta.

New ETFs only invest at night and aim for dreamy returns
RIAS RIA NEWS JUL 05, 2022
New ETFs only invest at night and aim for dreamy returns

The NightShares strategy involves buying the index at the end of the day and selling it every morning.

It's not too late to join the liquid alts party, Morningstar says
RIAS RIA NEWS JUL 01, 2022
It's not too late to join the liquid alts party, Morningstar says

Key to allocating to funds employing alternative strategies is knowing what to expect and not trying to time investments.

Finra arbitration orders D.E. Shaw to pay former manager $52 million in defamation suit
INVESTING ALTERNATIVES JUN 30, 2022
Finra arbitration orders D.E. Shaw to pay former manager $52 million in defamation suit

Four years after being fired for sexual misconduct, Daniel Michalow wins his defamation case against the $60 billion hedge fund.

A happenstance focus on wealthy widows
RIAS RIA NEWS JUN 29, 2022
A happenstance focus on wealthy widows

Spuds Powell defies popular thinking with the niche client base he's built, one that he says makes both him and his clients happy.

CAIS alternatives platform valued at $1.1 billion after latest funding round
INVESTING ALTERNATIVES JUN 28, 2022
CAIS alternatives platform valued at $1.1 billion after latest funding round

The platform has now received four rounds of outside funding in less than two years from investors that see the potential for diversification in the current market environment.