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
Displaying 3581 results
Finance leaders ask CFP Board to recommend pro bono work
RIAS RIA NEWS NOV 11, 2020
Finance leaders ask CFP Board to recommend pro bono work

The biggest brands in the industry endorsed a call to action to dedicate 25 hours a year to pro bono service

Schwab prunes 200 TD Ameritrade branches
RIAS RIA NEWS NOV 11, 2020
Schwab prunes 200 TD Ameritrade branches

The move will leave a nationwide network of more than 400 combined office locations

Toronto mega-buyer CI Financial acquires Roosevelt Investments
RIAS RIA NEWS NOV 11, 2020
Toronto mega-buyer CI Financial acquires Roosevelt Investments

Canadian consolidator has made 12 deals since February, and three in less than two weeks

RIAs relish the idea of government gridlock under Biden
INVESTING EQUITIES NOV 10, 2020
RIAs relish the idea of government gridlock under Biden

Divided government is what the financial markets want most

Merchant takes minority stake in Baldwin Brothers
RIAS RIA NEWS NOV 10, 2020
Merchant takes minority stake in Baldwin Brothers

The private equity investor views RIAs as 'growth stocks'

Canada's CI Financial plans to dominate US wealth management
RIAS RIA NEWS NOV 06, 2020
Canada's CI Financial plans to dominate US wealth management

Eleven RIA deals since February are just the start of a cross-border strategy for the Toronto-based firm

How the pandemic has put women further behind the financial curve
RESOURCES WOMEN ADVISOR COMMUNITY NOV 06, 2020
How the pandemic has put women further behind the financial curve

Ingrained perceptions and stereotypes about women and investing are only exacerbated by the realities of COVID-19

Canada's CI Financial buys 11th US RIA since February
RIAS RIA NEWS NOV 05, 2020
Canada's CI Financial buys 11th US RIA since February

The $59 billion aggregator adds to the major footprint it's building south of its border with the purchase of Doyle Wealth Management

Big Canadian buyer of US RIAs applies to list on NYSE
RIAS RIA NEWS NOV 05, 2020
Big Canadian buyer of US RIAs applies to list on NYSE

CI Financial has acquired 10 U.S. registered investment advisers since February, and plans to buy more

What a divided Congress means for the markets
RIAS RIA NEWS NOV 04, 2020
What a divided Congress means for the markets

Sweeping tax hikes are off the table and the outlook dims for green energy, according to speakers at the Schwab Impact conference