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 3582 results
Schwab makes greater effort to help smaller RIAs
RIA NEWS OCT 26, 2018
Schwab makes greater effort to help smaller RIAs

New Center of Excellence rolls out the red carpet for firms managing less than $100 million

Stock market pullback brings out the buyers
EQUITIES OCT 24, 2018
Stock market pullback brings out the buyers

While some investors react with alarm to market decline, others see it as an opportunity to buy low

Raymond James' growing adviser workforce pushes brokerage unit to record year
RIA NEWS OCT 24, 2018
Raymond James' growing adviser workforce pushes brokerage unit to record year

The company added 94 more brokers in latest quarter and is up a total of 467 on a year-over-year basis.

Wealth Enhancement Group buys second Philly-area RIA in as many months
RIA NEWS OCT 23, 2018
Wealth Enhancement Group buys second Philly-area RIA in as many months

Addition of $470 million GDM Advisory Group pushes Wealth Enhancement to $9.7 billion under management.

LPL snatches $3.7 billion Exemplar Financial from Cetera
PRACTICE MANAGEMENT OCT 22, 2018
LPL snatches $3.7 billion Exemplar Financial from Cetera

Recruiting effort is latest salvo in bitter rivalry between LPL and Cetera.

RIA firm valuations climbing, but not yet back to 2008 levels
RIA NEWS OCT 22, 2018
RIA firm valuations climbing, but not yet back to 2008 levels

Industry consolidation continues to drive valuations higher.

Don't be fooled by the numbers — the industry is in a dangerously vulnerable state
PRACTICE MANAGEMENT OCT 20, 2018
Don't be fooled by the numbers — the industry is in a dangerously vulnerable state

Last year's stock market gains helped advisers turn in solid growth in assets and revenue, but that growth could disappear in the next market downturn.

Market volatility brings alternative investments back into focus
RIA NEWS OCT 19, 2018
Market volatility brings alternative investments back into focus

Asset managers struggle to get investors on board before it's too late.

RIA consolidation on pace for sixth straight record year
RIA NEWS OCT 18, 2018
RIA consolidation on pace for sixth straight record year

Private-equity investors continue to drive M&A activity.

Dawn Bennett found guilty of $20 million Ponzi scheme
RIA NEWS OCT 17, 2018
Dawn Bennett found guilty of $20 million Ponzi scheme

Jury took less than five hours to convict the former financial adviser and radio host.