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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Not even a global pandemic could derail RIA M&A momentum
RIA NEWS DEC 21, 2020
Not even a global pandemic could derail RIA M&A momentum

Deal watchers say 2021 will be another record year

Darlings of 2020, ETFs expected to carry momentum into 2021
MUTUAL FUNDS DEC 21, 2020
Darlings of 2020, ETFs expected to carry momentum into 2021

Strong performance and low fees means the next leg of ETF growth might be just getting started

What Tesla's entry into the S&P 500 means for portfolios
RIA NEWS DEC 18, 2020
What Tesla's entry into the S&P 500 means for portfolios

The move marks the single largest addition in the history of the index

Miracle Mile sells minority stake to Merchant Investment Management
RIA NEWS DEC 17, 2020
Miracle Mile sells minority stake to Merchant Investment Management

The infusion of capital from the family office is expected to fuel acquisitions

Breaking away from a brokerage during a pandemic is hard ... but rewarding
RIA NEWS DEC 16, 2020
Breaking away from a brokerage during a pandemic is hard ... but rewarding

Those RIAs that made the move this year say that the effort has been worth it

UBS team managing $4.8 billion launches RIA
RIA NEWS DEC 14, 2020
UBS team managing $4.8 billion launches RIA

The move comes at the closes of 2020, which has seen fewer breakaways exit than previous years, but with higher average AUM

Spouting Rock quadruples AUM with Penn Capital acquisition
RIA NEWS DEC 11, 2020
Spouting Rock quadruples AUM with Penn Capital acquisition

The asset management firm is looking to roll up boutique asset managers onto a single platform

Wells Fargo encouraging risk-on investing in 2021
RIA NEWS DEC 08, 2020
Wells Fargo encouraging risk-on investing in 2021

The company's market watchers see the year ahead as poised for equity performance

Goldman Sachs underscores focus on RIAs with sale of Folio retail unit
RIA NEWS DEC 04, 2020
Goldman Sachs underscores focus on RIAs with sale of Folio retail unit

The sale of 70,000 retail accounts to Interactive Brokers validates the strength of the independent adviser channel, analysts say

ESG pioneer tells financial advisers to get on the bandwagon
RIA NEWS DEC 03, 2020
ESG pioneer tells financial advisers to get on the bandwagon

Amy Domini kicks off ESG summit, and two advisers explain how to get on board