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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Morgan Stanley spins off $15 billion RIA business
RIAS RIA NEWS MAR 31, 2022
Morgan Stanley spins off $15 billion RIA business

The asset sale suggests Morgan Stanley won't be following some competing Wall Street firms that are migrating toward the RIA space.

Riskalyze doubles down on fixed-income analysis
INVESTING ALTERNATIVES MAR 30, 2022
Riskalyze doubles down on fixed-income analysis

The risk-analysis platform plans to more than double its bond coverage by adding 800,000 more individual bonds this year.

Advisers place little faith in Biden's 'billionaire tax'
ADVISOR NEWS RETIREMENT PLANNING MAR 29, 2022
Advisers place little faith in Biden's 'billionaire tax'

The proposal, which goes after households worth at least $100 million, enters unprecedented territory by trying to tax unrealized gains.

Exclusive: Morgan Stanley lays out plans to enter the ETF market
INVESTING ETFS MAR 29, 2022
Exclusive: Morgan Stanley lays out plans to enter the ETF market

The $1.5 trillion investment manager is designing a full-scale ETF platform, and plans to launch its first ETFs this year.

Fed tightening puts mortgage planning back on the table
RIAS PRACTICE MANAGEMENT MAR 25, 2022
Fed tightening puts mortgage planning back on the table

As mortgage rates hit a two-year high, financial advisers are weighing the pros and cons of whether clients should refinance or downsize.

Building a planning niche among the gay community requires a nimble perspective
RIAS PRACTICE MANAGEMENT MAR 24, 2022
Building a planning niche among the gay community requires a nimble perspective

Women Adviser Summit panelists say the financial planning industry needs more advisers focusing on the LGBTQ-plus community.

Niche practice designed around women leaves nothing to chance
RIAS RIA NEWS MAR 23, 2022
Niche practice designed around women leaves nothing to chance

Ann Alsina kicks off the Women Adviser Summit by inspiring women to find their own niche.

Financial advisers starting to view economic outlook as a glass half empty
RIAS RIA NEWS MAR 18, 2022
Financial advisers starting to view economic outlook as a glass half empty

The results from the most recent InvestmentNews survey shows sentiment is turning south.

Two years later, financial services firms still searching for balance on remote work
RIAS RIA NEWS MAR 18, 2022
Two years later, financial services firms still searching for balance on remote work

Some of the biggest brands in wealth management are trying to figure out what normal looks like, and how and whether it makes sense to bring employees back to the office.

First rate hike since 2018 has advisers adjusting client portfolios
RIAS RIA NEWS MAR 16, 2022
First rate hike since 2018 has advisers adjusting client portfolios

Some market watchers see the quarter-point hike as not enough to slow inflation or economic growth.