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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CI Financial’s US expansion is a Canadian success story
RIAS RIA NEWS FEB 07, 2022
CI Financial’s US expansion is a Canadian success story

The Toronto-based company's business operations in the United States represent the largest and fastest-growing segment of the $304 billion financial conglomerate.

ETFs give advisers varied tools for fighting inflation
RIAS RIA NEWS FEB 04, 2022
ETFs give advisers varied tools for fighting inflation

The new Amplify Inflation Fighter ETF joins a short list of strategies designed to hedge and leverage price pressures.

AllianceBernstein makes late push into ETFs
INVESTING ETFS FEB 02, 2022
AllianceBernstein makes late push into ETFs

AB plans to launch active ETFs in the U.S. later this year, and it has recruited Noel Archard from State Street to head the effort.

Private equity influence on wealth management is big and getting bigger
RIAS RIA NEWS FEB 02, 2022
Private equity influence on wealth management is big and getting bigger

The 38 direct PE investments in wealth management last year compares to 23 in 2020 and 11 in 2019. Now PE is eyeing the wealthtech space.

River Wealth Advisors sells minority stake to Merchant Investment Management
RIAS RIA NEWS FEB 01, 2022
River Wealth Advisors sells minority stake to Merchant Investment Management

Merchant insists the noncontrolling investment is distinct from traditional private equity capital, which often comes with a short-term commitment.

Schwab study says RIAs need to up their staffing and compensation game
RIAS RIA NEWS FEB 01, 2022
Schwab study says RIAs need to up their staffing and compensation game

Hiring is getting more competitive at every level of an advisory firm, and compensation alone won't allow firms to keep pace.

Adviser's faith-based ESG niche attracts true believers
RIAS RIA NEWS JAN 28, 2022
Adviser's faith-based ESG niche attracts true believers

Robert Netzly has maintained his focus on biblically-based financial planning, while keeping his expectations low. The market is finding him.

Crypto collapse sheds new light on loyalty to digital assets
RIAS RIA NEWS JAN 27, 2022
Crypto collapse sheds new light on loyalty to digital assets

Without saying 'I told you so,' advisers are reminding their clients that investing in crypto will be stomach churning.

Sudden market volatility has advisers preaching calm to newer investors
RIAS RIA NEWS JAN 26, 2022
Sudden market volatility has advisers preaching calm to newer investors

As the next generation of investors comes on board, advisers are repeating the age-old mantra about not panicking in response to market swings.

Southwestern Investment Group is latest RIA to partner with private equity
RIAS RIA NEWS JAN 25, 2022
Southwestern Investment Group is latest RIA to partner with private equity

The Tennessee-based firm has sold a minority stake to Merchant Investment Management, citing the need to build scale in the fast-consolidating wealth management industry.