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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FTX implosion raises new alarms about crypto exposure
ALTERNATIVES NOV 10, 2022
FTX implosion raises new alarms about crypto exposure

While crypto skeptics feel vindicated, a proponent calls the collapse of the world's second-largest digital platform 'very bad news in the short term.'

Fed will get inflation under control next year: Moody’s economist
RIA NEWS NOV 08, 2022
Fed will get inflation under control next year: Moody’s economist

Sohini Chowdhury sees the glass as half full when it comes to navigating a recession, but says the midterm elections could introduce other challenges.

Morningstar gives top grades to Michigan, Utah 529 plans
RIA NEWS NOV 04, 2022
Morningstar gives top grades to Michigan, Utah 529 plans

The annual analysis of state-sponsored college savings plans also shows a trend toward fee compression.

ETF strategy that avoids noise of open markets will arouse adviser curiosity
RIA NEWS NOV 03, 2022
ETF strategy that avoids noise of open markets will arouse adviser curiosity

NightShares bets on the serene sophistication of markets that are closed to beat the indexes by sitting out the action during the day.

Swiss private equity conglomerate targets wealthy US advisory clients
RIA NEWS NOV 02, 2022
Swiss private equity conglomerate targets wealthy US advisory clients

Partners Group, a $131 billion PE operation, is building out its US footprint with the launch of Private Wealth.

McKinsey: Asset managers need to trim overhead just to keep up in this market
EQUITIES NOV 01, 2022
McKinsey: Asset managers need to trim overhead just to keep up in this market

The industry's overhead grew by $71 billion over the past decade, according to a new report, and the solution will be fewer products, de-layered workforces and more reliance on technology.

Morningstar Wealth jumps into the direct indexing game
RIA NEWS NOV 01, 2022
Morningstar Wealth jumps into the direct indexing game

The new platform will leverage technology to help financial advisers move clients onto the platform for personalization and tax management.

Liquid alts funds see inflows while mutual funds see record outflows
RIA NEWS OCT 31, 2022
Liquid alts funds see inflows while mutual funds see record outflows

With the old-school mutual fund wrapper continuing to suffer during the down-market cycle, alternative strategies represent a lone bright spot.

Twitter hysteria over Musk ownership has advisers reassessing value of the platform
RIA NEWS OCT 28, 2022
Twitter hysteria over Musk ownership has advisers reassessing value of the platform

As the $44 billion acquisition sparks extreme reactions for and against the new owner, fintwit considers whether tweeting is still worth all the fuss.

Nuveen bulks up private equity and private credit business with deal for Arcmont
ALTERNATIVES OCT 27, 2022
Nuveen bulks up private equity and private credit business with deal for Arcmont

The deal combines North American and European businesses to create Nuveen Private Capital, a global debt platform with more than $60 billion in committed capital.