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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Carson Group takes equity stake in $1.1 billion Pinnacle Financial Group
RIA NEWS JUL 20, 2018
Carson Group takes equity stake in $1.1 billion Pinnacle Financial Group

Pinnacle becomes the ninth firm to sell an equity stake to Carson Group since April.

Commission-free ETFs will become the norm, Schwab CEO says
MUTUAL FUNDS JUL 20, 2018
Commission-free ETFs will become the norm, Schwab CEO says

Walt Bettinger says ETF OneSource will be expanded to a 'measurable extent'

Fiduciary Network posts a 'for sale' sign
RIA NEWS JUL 19, 2018
Fiduciary Network posts a 'for sale' sign

Mark Hurley's RIA consolidator business seeks a new owner.

Focus Financial raises goal for IPO to $600 million
RIA NEWS JUL 17, 2018
Focus Financial raises goal for IPO to $600 million

Company's revised goal from $100 million could be a sign RIA valuations are rising.

$1 billion in assets? For some RIAs, it's not as good as it sounds
RIA NEWS JUL 16, 2018
$1 billion in assets? For some RIAs, it's not as good as it sounds

According to a new study, growth often means spending more, hiring execs and outsourcing services.

Alphabet soup is hot, and clients will pay more for those letters
RIA NEWS JUL 16, 2018
Alphabet soup is hot, and clients will pay more for those letters

Consumers value designations, although opinions vary on which ones carry the most swagger.

Fee pressure driving asset managers into wealth management
RIA NEWS JUL 05, 2018
Fee pressure driving asset managers into wealth management

Cerulli study says mutual fund companies and wealth managers are swimming in the same channels.

New digital Fidelity platform will let consulting firms bid for adviser projects
RIA NEWS JUL 02, 2018
New digital Fidelity platform will let consulting firms bid for adviser projects

Consultants will be charged 18% of the price for each contract they are awarded as a fee for being on the platform.

Advisers take a short-term view of trade skirmishes
EMERGING MARKETS JUN 29, 2018
Advisers take a short-term view of trade skirmishes

Bracing for more market volatility as negotiations between China and the U.S. heat up ahead of July 6 start of new tariffs.

Upstart RIA uses access to alternatives to recruit advisers
RIA NEWS JUN 28, 2018
Upstart RIA uses access to alternatives to recruit advisers

Third Seven Advisors leverages its own investment bank