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
Morningstar cuts index benchmarking fees to zero
INVESTING ETFS NOV 07, 2016
Morningstar cuts index benchmarking fees to zero

Through the launch of its Open Indexes Project, the fund tracker is now offering free access to more than 100 global equity indexes and hopes to build a brand as well.

AlphaCore mutual fund debut rides a long track record
INVESTING ALTERNATIVES NOV 04, 2016
AlphaCore mutual fund debut rides a long track record

Putting past performance in perspective.

INVESTING EQUITIES NOV 03, 2016
Cautious investors hedge a Donald Trump presidency to the bitter end

Plus: Record bets on the election outcome, questions for your CTA, and don't take financial advice from your family

INVESTING EQUITIES NOV 03, 2016
The markets fear a contested presidential election

Plus: Going for the gold, retiring with a $500k nest egg, and Templeton Global Bond Fund under the microscope

Horizons ETF Management expands U.S. footprint with Recon Capital buy
INVESTING ETFS NOV 03, 2016
Horizons ETF Management expands U.S. footprint with Recon Capital buy

Global ETF manager sees big opportunities in U.S. market.

American Funds files for new share class to cut fund expense ratios
INVESTING EQUITIES NOV 02, 2016
American Funds files for new share class to cut fund expense ratios

F3 shares trim expense ratios by about 37 basis points.

INVESTING ALTERNATIVES NOV 01, 2016
When it comes to hedge fund management, computers also fail

Plus: Forecasting a Trump victory, the reality of retirement healthcare costs, and getting your emails opened

Gundlach takes Federal Reserve to task, compares Trump to unconstrained bond funds
INVESTING FIXED INCOME NOV 01, 2016
Gundlach takes Federal Reserve to task, compares Trump to unconstrained bond funds

Jeffrey Gundlach, chief executive of DoubleLine Capital, believes investors and financial advisers should not get too comfortable with the recent pattern of Federal Reserve monetary policy.

YOUR PRACTICE FINTECH NOV 01, 2016
Financial advisers should embrace robo-advice, not fear the expanding technology: experts

Experts at Insider's Forum in San Diego also questioned the generally sluggish pace of robo adoption across the advice industry.

INVESTING EQUITIES OCT 31, 2016
Handful of mutual funds set up for big capital gains distributions

Plus: Wells Fargo's woes continue, the scariest presidential election could get even scarier, and how to spend that extra hour this weekend