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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Invesco hitches wagon to Fidelity's semitransparent ETF technology
INVESTING ETFS JUL 09, 2020
Invesco hitches wagon to Fidelity's semitransparent ETF technology

The unique new exchange-traded fund wrapper is slowly gaining steam

Vanguard expands ESG ETF suite to include corporate bonds
INVESTING ETFS JUL 09, 2020
Vanguard expands ESG ETF suite to include corporate bonds

The new fund is designed to fill a gap in the growing ESG market

Mercer notches third acquisition in 5 weeks
RIAS RIA NEWS JUL 08, 2020
Mercer notches third acquisition in 5 weeks

The purchase of Denver-based M.J. Smith and Associates was partially driven by the need for a succession plan

Midwest megamerger creates $6.5 billion RIA
RIAS RIA NEWS JUL 08, 2020
Midwest megamerger creates $6.5 billion RIA

The combination of FormulaFolios and Brookstone brings together approximately 800 advisers operating in all 50 states, with more than 500 offices

Morningstar, Lipper push for better ESG data
RIAS RIA NEWS JUL 07, 2020
Morningstar, Lipper push for better ESG data

The fund trackers are seeking uniform disclosure and transparency

Sequoia Financial joins the private equity party
RIAS RIA NEWS JUL 07, 2020
Sequoia Financial joins the private equity party

The $4.7 billion RIA will use the influx of new capital for a 'durability plan' and to make acquisitions

T. Rowe Price finds a path to the ETF market
INVESTING ETFS JUL 06, 2020
T. Rowe Price finds a path to the ETF market

The traditional mutual fund provider plans to launch four semitransparent ETFs this month

COVID-19 tamps down pace of RIA consolidation
RIAS RIA NEWS JUL 02, 2020
COVID-19 tamps down pace of RIA consolidation

Deal activity is expected to pick up steam in the second half of the year

TD Ameritrade says brokers are running out of reasons not to go independent
RIAS RIA NEWS JUL 01, 2020
TD Ameritrade says brokers are running out of reasons not to go independent

The semiannual study shows the breakaway trend is increasingly gaining steam

Client satisfaction topping the charts: Cerulli
RIAS PRACTICE MANAGEMENT JUN 26, 2020
Client satisfaction topping the charts: Cerulli

Clients not only like the advice they're getting, but they also don't mind the fees they're paying