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
INVESTING MUTUAL FUNDS FEB 27, 2018
Lipper awards: Vanguard the new victor

T. Rowe Price and American Funds clobber in target-date-fund categories.

YOUR PRACTICE PRACTICE MANAGEMENT FEB 26, 2018
UBS buckles to pressure over non-solicitation agreements

Changes will be pegged to brokers' 2018 bonuses instead of those for 2017. But is this a trend other firms will follow?

YOUR PRACTICE PRACTICE MANAGEMENT FEB 22, 2018
Speculation mounts on whether others will follow UBS' latest move to prevent brokers from leaving

UBS brokers must sign a 12-month non-solicit agreement if they want their 2017 bonuses.

INVESTING ETFS FEB 20, 2018
Inside ETFs CEO departs for cryptocurrency venture

Matt Hougan will stay on as chairman of Inside ETFs, even as he takes on a new position with Bitwise Asset Management.

YOUR PRACTICE PRACTICE MANAGEMENT FEB 16, 2018
Gun violence hits investment strategies, sparks political debates with advisers

Screening out weapons companies has limited downside.

NEWS RIAS FEB 15, 2018
RIA owners should know what their firm is worth, but many don't get valuations

Getting a valuation from a third-party firm can be costly and complex.

YOUR PRACTICE PRACTICE MANAGEMENT FEB 13, 2018
Advisers working with their Valentines

Isn't every day Valentine's Day when you work with your spouse?

NEWS RIAS FEB 13, 2018
Mercer Advisors adds $364M RIA in its third deal of 2018

Mercer pushes total assets over $12 billion as it expands presence in the Southeast.

YOUR PRACTICE PRACTICE MANAGEMENT FEB 12, 2018
SEC offers advisers amnesty to move clients out of high-fee mutual fund share classes

Enforcement division giving advisers until June 12 to declare intentions to self-report fiduciary violations and make financial restitution.

INVESTING ESG FEB 10, 2018
Is ESG investing going mainstream?

Despite advisers' misgivings, asset managers are coming around to the idea that a company's stance on environmental, social and governance issues is a good proxy for future success.