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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2019 Lipper Awards: Faith-based fund takes a starring role
INVESTING MUTUAL FUNDS MAR 07, 2019
2019 Lipper Awards: Faith-based fund takes a starring role

Annual awards recognize more than 300 funds for performance.

Risk-averse investors push advisers to their creative limits
NEWS RIAS MAR 06, 2019
Risk-averse investors push advisers to their creative limits

Financial advisers get creative to keep their conservative clients from losing ground to inflation.

SEC wins churning case against 'cockroaching' broker
NEWS REGULATION AND LEGISLATION MAR 05, 2019
SEC wins churning case against 'cockroaching' broker

Barred broker worked at 10 different firms in his 13-year career

Financial advisers take issue with Democratic plans to tax the rich
NEWS RIAS MAR 05, 2019
Financial advisers take issue with Democratic plans to tax the rich

As tax proposals become increasingly 'loony tunes,' financial planners grow more nervous about how the plans could affect their clients.

Morningstar brings Pimco flagship fund down down a peg
INVESTING MUTUAL FUNDS MAR 01, 2019
Morningstar brings Pimco flagship fund down down a peg

The 32-year-old Pimco Total Return Fund, made famous by Bill Gross, is cut to three stars.

NEWS RIAS FEB 28, 2019
March 9, 2009: Financial advisers share lessons, scars from rock bottom

As the day approached, advisers felt the pressure and clients lost patience.

Cambridge Associates reaches diversity milestone: half of leadership team are women
YOUR PRACTICE PRACTICE MANAGEMENT FEB 27, 2019
Cambridge Associates reaches diversity milestone: half of leadership team are women

Ashby Hatch's promotion means that seven of the 14 members of the leadership team are female.

Morningstar study says advisory clients are stuck on investment performance
NEWS RIAS FEB 26, 2019
Morningstar study says advisory clients are stuck on investment performance

Citing Vanguard's research, Morningstar says advisers need to emphasize the value of behavioral coaching over portfolio management

A recession? Financial advisers say it's right around the corner — or not
NEWS RIAS FEB 25, 2019
A recession? Financial advisers say it's right around the corner — or not

A case can be made that the economy is either headed for an imminent slowdown or still has some juice left.

As volatility rises, United Capital gives advisers crash course in alts, options
NEWS RIAS FEB 25, 2019
As volatility rises, United Capital gives advisers crash course in alts, options

Firm wants to add to advisers' tool kit so they can minimize client risk.