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
Displaying 3577 results
Grim milestone for active management
INVESTING EQUITIES MAY 16, 2019
Grim milestone for active management

Passive investments makes an historic claim to market share dominance of U.S. equity fund assets

Bob Oros of HighTower calls protocol exit 'form over substance'
NEWS RIAS MAY 15, 2019
Bob Oros of HighTower calls protocol exit 'form over substance'

The move 'clarifies' where the RIA consolidator is heading, CEO says.

Benjamin F. Edwards expands its recruiting net with a corporate RIA
NEWS RIAS MAY 13, 2019
Benjamin F. Edwards expands its recruiting net with a corporate RIA

Edwards Wealth Management hopes to benefit from the breakaway broker trend

Small-cap stocks bear the brunt of trade dispute
INVESTING EQUITIES MAY 13, 2019
Small-cap stocks bear the brunt of trade dispute

Contrary to popular thinking, smaller companies prove most vulnerable to geopolitical wrangling.

Kyle Weaver of Fidelity pursues deep value in secular themes
INVESTING EQUITIES MAY 13, 2019
Kyle Weaver of Fidelity pursues deep value in secular themes

High-performing growth fund includes pre-IPO Juul among its top holdings.

Softer side of wealth management will prevail in the future
NEWS RIAS MAY 09, 2019
Softer side of wealth management will prevail in the future

As technology turns investment management into a commodity, advisers need to find better ways to add value.

Mohamed El-Erian puts Democratic tax proposals in perspective
RETIREMENT TAX MAY 07, 2019
Mohamed El-Erian puts Democratic tax proposals in perspective

Higher taxes and debt forgiveness could work if they're done correctly.

The longest bull market in history can't shake the skeptics
NEWS RIAS MAY 03, 2019
The longest bull market in history can't shake the skeptics

Investors abandon equity mutual funds as the S&P 500 logs a 16% gain.

Advisers put fundamentals ahead of sell-in-May warning
NEWS RIAS MAY 01, 2019
Advisers put fundamentals ahead of sell-in-May warning

Shunning the historical precedent of moving to the sidelines in May, advisers remain bullish on stocks.

Asset managers preparing to launch nontransparent ETFs
INVESTING ETFS MAY 01, 2019
Asset managers preparing to launch nontransparent ETFs

With SEC approval closer than ever, fund companies focus on the latest ETF twist