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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AdvicePay hires new CEO to succeed Alan Moore
RIA NEWS JUL 25, 2023
AdvicePay hires new CEO to succeed Alan Moore

The payment platform brings on fintech veteran Alex Sauickie, who plans to help expand services to banks and broker-dealers.

ETF strategy designed for night owls gets a wake-up call
RIA NEWS JUL 20, 2023
ETF strategy designed for night owls gets a wake-up call

NightShares shutters two ETFs that only invest when the market is closed.

RIAs leaned on organic growth to weather 2022, Schwab study shows
RIA NEWS JUL 20, 2023
RIAs leaned on organic growth to weather 2022, Schwab study shows

In the latest RIA Benchmarking Study, growth supplanted the pursuit of talent as the top priority for most advisory firms.

FPA rolls out welcome mat for alternative investments
RIA NEWS JUL 18, 2023
FPA rolls out welcome mat for alternative investments

A partnership with the Chartered Alternative Investment Analyst Association will help FPA members educate themselves and their clients about alternatives.

Pathstone tops $100 billion with latest acquisition
RIA NEWS JUL 17, 2023
Pathstone tops $100 billion with latest acquisition

The New Jersey-based mega RIA is adding $17 billion by buying Veritable from Affiliated Managers Group.

DFA request for ETF share classes marks tipping point for legacy fund companies
RIA NEWS JUL 14, 2023
DFA request for ETF share classes marks tipping point for legacy fund companies

The $614 billion asset manager is applying a full-court press to take advantage of an expired Vanguard patent.

Future of Thrivent Advisor Network in question after Armitage exit
RIA NEWS JUL 13, 2023
Future of Thrivent Advisor Network in question after Armitage exit

Top exec says firm changed direction as platform posed too much competition for its legacy insurance side.

Financial advisors expect latest inflation data to cool Fed's jets
RIA NEWS JUL 12, 2023
Financial advisors expect latest inflation data to cool Fed's jets

With inflation at its lowest level since March 2021, advisors are hoping the Fed can stop raising interest rates.

Captrust acquires $2.3 billion Southern Wealth Management for fifth deal this year
RIA NEWS JUL 12, 2023
Captrust acquires $2.3 billion Southern Wealth Management for fifth deal this year

This marks the third Texas acquisition this year for Captrust, which now has 69 deals on the books.

Stock rally, high rates have advisors rethinking covered call strategies
EQUITIES JUL 11, 2023
Stock rally, high rates have advisors rethinking covered call strategies

Hedging equities with option income loses some luster, but still works for certain clients.