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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iCapital leverages KKR to lure investors into private equity
INVESTING ALTERNATIVES MAR 04, 2021
iCapital leverages KKR to lure investors into private equity

The rebranded PE fund targets the country's 13 million accredited households with an offer of access to KKR's investment expertise.

The ESG space must take a hard line on greenwashing
INVESTING EQUITIES MAR 03, 2021
The ESG space must take a hard line on greenwashing

The industry is nowhere near settled on a common vernacular. The ESG space needs more clarity and writing off greenwashing is not helping anyone.

Bob Doll to retire from Nuveen
INVESTING EQUITIES MAR 03, 2021
Bob Doll to retire from Nuveen

The popular market strategist and forecaster is making an exit, a spokesperson confirmed on Tuesday. Doll, 66, who has worked in investment management for 42 years, is expected to officially depart at the end of March.

Abacus Wealth merges with social justice RIA Robasciotti & Philipson
RIAS PRACTICE MANAGEMENT MAR 03, 2021
Abacus Wealth merges with social justice RIA Robasciotti & Philipson

Co-founders of the RIA Rachel Robasciotti and Maya Philipson will not work with clients at Abacus and will largely spend time managing their ETF. The firm reported $130 million in assets under management.

Demand for RIA talent drives compensation higher: Schwab
RIAS RIA NEWS FEB 25, 2021
Demand for RIA talent drives compensation higher: Schwab

Latest benchmarking study shows compensation representing 74% of RIA expenses and growing by 4% annually.

$1.8 billion mutual fund halts redemptions over alleged fraud
INVESTING EQUITIES FEB 24, 2021
$1.8 billion mutual fund halts redemptions over alleged fraud

The manager of the Infinity Q liquid alt fund was fired after being accused of fudging asset values. The fund could not value its assets for purposes of calculating its net asset value.

2 new ESG ETFs bring small- and mid-cap stocks into focus
INVESTING EQUITIES FEB 24, 2021
2 new ESG ETFs bring small- and mid-cap stocks into focus

The funds are the first ETFs to track the environmental, social and governance versions of the indexes. The DWS suite of ESG ETFs come with a tracking error of about one percentage point.

How the pandemic highlights diversity challenges in financial services
RIAS PRACTICE MANAGEMENT FEB 23, 2021
How the pandemic highlights diversity challenges in financial services

Speakers at Women in Asset Management summit say diversity and inclusion efforts can begin anywhere.

Wells Fargo Asset Management sold to private equity for $2.1 billion
INVESTING ALTERNATIVES FEB 23, 2021
Wells Fargo Asset Management sold to private equity for $2.1 billion

Nico Marais will stay on as CEO of the $603 billion business after the sale to GTCR and Reverence Capital Partners, while there will be fresh faces on the board.

Where financial advisers sit on the $15 minimum wage divide
RIAS RIA NEWS FEB 22, 2021
Where financial advisers sit on the $15 minimum wage divide

Ther debate over doubling the federal minimum wage pits economic principles against politics. From a payroll perspective, financial services is generally not expected to be impacted by a minimum wage hike, but the economy at large could be.