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
Who benefits the most from non-transparent ETFs?
INVESTING MUTUAL FUNDS APR 12, 2019
Who benefits the most from non-transparent ETFs?

Look past the opaqueness of the portfolio and think of them as better than mutual funds.

You won't believe how some advisers are hedging market risk
NEWS RIAS APR 11, 2019
You won't believe how some advisers are hedging market risk

As the risk of a recession and market pullback mounts, some advisers taking risk completely off the table.

CFP Board's women mentoring program falls short of some expectations
NEWS RIAS APR 11, 2019
CFP Board's women mentoring program falls short of some expectations

Critics say the program lacks structure and is too narrowly focused on passing the CFP exam.

Alternative strategies earn their keep over six months of market extremes
NEWS RIAS APR 03, 2019
Alternative strategies earn their keep over six months of market extremes

The key is looking beyond the broad category averages to focus on portfolio managers and the investment process

Cerity Partners buys Blue Prairie Group to create $21 billion advisory firm
RETIREMENT RETIREMENT PLANNING APR 02, 2019
Cerity Partners buys Blue Prairie Group to create $21 billion advisory firm

Blue Prairie's retirement plan business gives Cerity Partners an 'end-to-end' solution.

How mid-cap growth funds owned the first quarter
NEWS RIAS APR 02, 2019
How mid-cap growth funds owned the first quarter

Investors who stayed put during the fourth-quarter market meltdown were rewarded by mid-cap managers.

Some mutual fund investors might unwittingly already own shares of Lyft
NEWS RIAS MAR 28, 2019
Some mutual fund investors might unwittingly already own shares of Lyft

Fidelity Investments bought into the ride-sharing company ahead of the upcoming IPO.

Latest price-war salvo pegs fees to low-risk performance
NEWS RIAS MAR 28, 2019
Latest price-war salvo pegs fees to low-risk performance

Dallas-based asset manager road tests a fee model that might be too complex for some investors to grasp.

Bronfman Rothschild acquisition creates $10 billion RIA
NEWS RIAS MAR 26, 2019
Bronfman Rothschild acquisition creates $10 billion RIA

NFP Corp. is buying Bronfman Rothschild to combine with Sontag Advisory

Client onboarding presents a critical first impression
YOUR PRACTICE FINTECH MAR 25, 2019
Client onboarding presents a critical first impression

The trick is finding the balance of smooth automation combined with the human touch