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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Fidelity takes another bite of ETF market by converting six mutual funds
EQUITIES NOV 23, 2022
Fidelity takes another bite of ETF market by converting six mutual funds

The converted ETFs will join a small but growing universe of transparent active strategies.

Upstart manager seeks to unseat S&P 500 by asking investors for personal data instead of fees
EQUITIES NOV 22, 2022
Upstart manager seeks to unseat S&P 500 by asking investors for personal data instead of fees

Delphia's unique business model hopes to drive performance by culling data provided by investors. Skeptics say it might be too clever to succeed.

Higher yields on cash give advisers another asset allocation tool
RIA NEWS NOV 21, 2022
Higher yields on cash give advisers another asset allocation tool

The Federal Reserve's fight against inflation has turned boring cash accounts into top performers.

As financial markets dampen RIA valuations, buyers get creative with deal structures
RIA NEWS NOV 18, 2022
As financial markets dampen RIA valuations, buyers get creative with deal structures

A report from DeVoe & Co. shows dramatic drop-off in fourth-quarter deals, but the biggest buyers say they are as busy as ever.

Ritholtz Wealth Management hires its first company president
RIA NEWS NOV 17, 2022
Ritholtz Wealth Management hires its first company president

Jay Tini joins Ritholtz from Vanguard, where he was divisional sales manager, for his first job at an RIA.

Morgan Stanley rep goes RIA with $5 billion book of business
RIA NEWS NOV 16, 2022
Morgan Stanley rep goes RIA with $5 billion book of business

Jim Martin left $4 billion worth of client assets behind when he formed Nordwand Capital, but he says it was all part of the plan.

Activist investor challenges Envestnet's poor stock performance
RIA NEWS NOV 15, 2022
Activist investor challenges Envestnet's poor stock performance

Hedge fund Impactive Capital is threatening a proxy fight in an effort to secure a seat on Envestnet's board.

Crypto space braces for double-edged sword of regulatory oversight in FTX's wake
ALTERNATIVES NOV 15, 2022
Crypto space braces for double-edged sword of regulatory oversight in FTX's wake

While some claim more regulatory clarity could have helped prevent an event like the FTX collapse, others argue new rules take time and might not be what investors are hoping for.

Demand for alternative investments points to major portfolio reallocations
RIA NEWS NOV 15, 2022
Demand for alternative investments points to major portfolio reallocations

Changing regulations are combining with technology to potentially push $10 trillion into alt strategies by 2030.

FTX collapse fails to derail investments into crypto funds
ALTERNATIVES NOV 14, 2022
FTX collapse fails to derail investments into crypto funds

Crypto bulls see the sell-off as a buying opportunity and distinguish the offshore platform from regulated funds and U.S.-based platforms.