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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Wells Fargo abandons plans to cut 401(k) match for high earners
PRACTICE MANAGEMENT OCT 23, 2020
Wells Fargo abandons plans to cut 401(k) match for high earners

The change comes just two days after the original cost-cutting measure was unveiled

How advisers are fending off fee pressure
RIA NEWS OCT 22, 2020
How advisers are fending off fee pressure

Clients are willing to pay top dollar for advice, but are asking for additional offerings and services

Finding the clearest breakaway path toward independence
RIA NEWS OCT 21, 2020
Finding the clearest breakaway path toward independence

Experts weigh in on how and when it makes sense to go the RIA route

Canadian teachers become unlikely owners of US advisory firm
RIA NEWS OCT 20, 2020
Canadian teachers become unlikely owners of US advisory firm

Allworth Financial entered growth mode under its previous private equity owners, landing 10 acquisitions in just three years

Pandemic-weary advice industry shows signs of taking flight
PRACTICE MANAGEMENT OCT 20, 2020
Pandemic-weary advice industry shows signs of taking flight

Advisers are getting on planes and meeting in person — but no hugs allowed

$1 billion RIA leaves Cambridge Investment Group
RIA NEWS OCT 16, 2020
$1 billion RIA leaves Cambridge Investment Group

The Berger Financial Group has designs on stimulating growth through further acquisitions

RBC recruits female team managing $1.2 billion from JPMorgan
PRACTICE MANAGEMENT OCT 16, 2020
RBC recruits female team managing $1.2 billion from JPMorgan

The LSS Group was drawn to RBC for its entertainment industry connections and fixed-income platform

New asset manager tests adviser appetite for targeted ETFs
MUTUAL FUNDS OCT 15, 2020
New asset manager tests adviser appetite for targeted ETFs

Gabriel Hammond's latest venture is setting its sights on private markets

New book details how financial pros manage their own money
OPINION OCT 15, 2020
New book details how financial pros manage their own money

A collection of essays from Josh Brown and other top investors proves there are many ways to invest

Green investments rally ahead of potential 'blue wave' election
RIA NEWS OCT 09, 2020
Green investments rally ahead of potential 'blue wave' election

Targeted ETF strategies are up more than 80% so far this year as Biden gains steam