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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Advisors prep clients for recession everyone anticipates but nobody can see
NEWS RIAS JUL 05, 2023
Advisors prep clients for recession everyone anticipates but nobody can see

Consensus estimates are that the US economy will dip into recession later this year or early next year.

Mercer Global Advisors adds $400 million in first deal since latest recapitalization
NEWS RIAS JUL 05, 2023
Mercer Global Advisors adds $400 million in first deal since latest recapitalization

The founder of Macon, Georgia-based Day & Ennis, a 35-year-old RIA, cited the need to scale as a driving force behind the deal.

Strong first half for markets forces advisors to defend pessimistic outlooks
NEWS RIAS JUL 03, 2023
Strong first half for markets forces advisors to defend pessimistic outlooks

The broad markets are climbing a wall of worry, although that's been overshadowed by the triple-digit returns of tech sector highfliers.

Stocks can't continue to ignore recession risk
INVESTING EQUITIES JUL 03, 2023
Stocks can't continue to ignore recession risk

Despite the recent surge in equities, most market watchers expect stocks to finish the year flat or down from current levels.

More summer reading recommendations
NEWS INDUSTRY NEWS JUL 03, 2023
More summer reading recommendations

If you’re looking for something to read this holiday, here are suggestions of both fun and serious books from friends and colleagues across the wealth management industry.

Your 2023 summer reading list
NEWS INDUSTRY NEWS JUN 27, 2023
Your 2023 summer reading list

Take a look at the books your colleagues are reading this summer, both for business and for pleasure.

It's time for financial advisors to help investors gain access to alts
RETIREMENT RETIREMENT PLANNING JUN 21, 2023
It's time for financial advisors to help investors gain access to alts

The long-outdated accredited investor rule has become a symbolic roadblock between retail investors and institutional-quality investments.

ETF designed to climb along with interest rates adjusts in stride with Fed
NEWS RIAS JUN 20, 2023
ETF designed to climb along with interest rates adjusts in stride with Fed

FolioBeyond's Rising Rates ETF is being renamed the Alternative Income and Interest Rate Hedge ETF.

T. Rowe launches its first transparent active equity ETFs
INVESTING EQUITIES JUN 20, 2023
T. Rowe launches its first transparent active equity ETFs

The storied mutual fund complex was late to the exchange-traded fund game but has attracted $1 billion in ETF assets since launching its first suite of funds three years ago.

BlackRock bitcoin ETF has crypto fans wondering about change of course at SEC
NEWS RIAS JUN 16, 2023
BlackRock bitcoin ETF has crypto fans wondering about change of course at SEC

Given the three dozen others that have filed for a bitcoin ETF without success, ETF watchers are wondering if BlackRock has an inside track to gain approval.