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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Gold steps up once again as the ultimate bear market hedge
INVESTING EQUITIES JUN 27, 2022
Gold steps up once again as the ultimate bear market hedge

While it might be a lousy long-term investment, gold has a proven track record of rising to the occasion when times are tough.

Bank of America deepens ties to iCapital alts platform with strategic investment
INVESTING EQUITIES JUN 23, 2022
Bank of America deepens ties to iCapital alts platform with strategic investment

The bank joins a long list of financial backers funding the $130 billion tech-savvy platform for investing in alternatives.

Economic uncertainty puts alternative investments front and center
RIAS RIA NEWS JUN 22, 2022
Economic uncertainty puts alternative investments front and center

Financial advisers say clients are asking about alternatives to the standard investments in stocks and bonds.

Succession plan services gain traction as a tool for recruiting, making acquisitions
RIAS RIA NEWS JUN 21, 2022
Succession plan services gain traction as a tool for recruiting, making acquisitions

With more than $10 trillion seen in motion over the next decade as advisers retire, Cerulli expects acquiring firms to make succession planning a bigger piece of the offering.

Direct indexing gains appeal as taxable losses mount
RIAS RIA NEWS JUN 20, 2022
Direct indexing gains appeal as taxable losses mount

Technology platforms evolve quickly to give financial advisers tools to help clients mitigate the tax hit as financial markets decline.

Tyrone Ross continues to bang the crypto drum with new ventures
RIAS RIA NEWS JUN 17, 2022
Tyrone Ross continues to bang the crypto drum with new ventures

The former Onramp exec is more bullish than ever on digital assets, which is why he's launching new businesses to capitalize on the trend.

New LPL program gives advisers more tools to attract, serve the rich
RIAS RIA NEWS JUN 16, 2022
New LPL program gives advisers more tools to attract, serve the rich

The Private Client Service Network will help select LPL advisers assist their clients with such tasks as the sale of small or midsize businesses; hedging concentrated stock positions; and specialty lending.

Three wealth management podcasts win awards at second annual competition
RIAS PRACTICE MANAGEMENT JUN 15, 2022
Three wealth management podcasts win awards at second annual competition

Retirement, diversity and financial literacy emerge as popular podcasting themes at this year's Advisor Podcast Awards.

Anticipating more pain ahead, advisers stress long-term perspective
RIAS RIA NEWS JUN 15, 2022
Anticipating more pain ahead, advisers stress long-term perspective

While the stock market has officially entered a bear market, so far it doesn't feel like March 2009, when the market declined 30%, or October 1987, when it lost 20% in one day.

As markets slide, more advisers are sending clients to I bonds
RIAS RIA NEWS JUN 13, 2022
As markets slide, more advisers are sending clients to I bonds

Investing in the Treasury-backed inflation hedge comes with a few challenges, but the 9.62% yield is seen as worth the effort.