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 emerges once again as rock of stability amid market unrest
INVESTING ALTERNATIVES FEB 24, 2022
Gold emerges once again as rock of stability amid market unrest

The precious metal is up 4.3% this year, which compares to the 11% drop in the S&P 500 Index.

Financial advisers downplay geopolitical unrest while preparing for the worst
RIAS RIA NEWS FEB 24, 2022
Financial advisers downplay geopolitical unrest while preparing for the worst

Financial markets are reacting to Russia's invasion of Ukraine, while market watchers dissect the bigger picture.

When building a tech stack, best-in-breed isn't always best
RIAS RIA NEWS FEB 23, 2022
When building a tech stack, best-in-breed isn't always best

The RIA Lab panelists offered suggestions on how advisers can navigate the challenges and opportunities of technology integration.

CI Financial adds $5 billion RIA, reports record financial results
RIAS RIA NEWS FEB 22, 2022
CI Financial adds $5 billion RIA, reports record financial results

The Canadian financial conglomerate acquired Newport Beach, California-based Corient Capital, while its earnings show its U.S. operations now represent its largest business segment.

Why RIAs should look at PE the way PE looks at RIAs
RIAS RIA NEWS FEB 17, 2022
Why RIAs should look at PE the way PE looks at RIAs

As private equity pours cash into wealth management, financial advisers should be exposing clients to private equity investments.

An advisory firm that helps blended families rebuild
RIAS RIA NEWS FEB 15, 2022
An advisory firm that helps blended families rebuild

Blend Wealth's co-founders are using their own experiences to help other blended families get on the same page financially.

Hightower's suit against $39 million RIA described as 'wirehouse 101'
RIAS RIA NEWS FEB 14, 2022
Hightower's suit against $39 million RIA described as 'wirehouse 101'

The $104 billion Chicago-based aggregator is going after a Seattle adviser for taking clients with him when he left a year ago.

Energy sector rally exposes Achilles' heel of ESG investing
INVESTING EQUITIES FEB 11, 2022
Energy sector rally exposes Achilles' heel of ESG investing

ESG indexes that are loaded with technology and shun energy have been taking it on the chin so far in 2022.

Fusion Family Wealth sells minority stake to Merchant
RIAS RIA NEWS FEB 10, 2022
Fusion Family Wealth sells minority stake to Merchant

Merchant's partnership structure continues to push into the RIA space with nearly 50 ownership stakes.

Merchant Investment Management takes minority stake in $1 billion RIA
RIAS RIA NEWS FEB 08, 2022
Merchant Investment Management takes minority stake in $1 billion RIA

The Chicago-area advisory firm, Inspirion Wealth Advisors, will use equity infusion to develop next-generation planners and potentially make acquisitions.