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
New ETF bets on companies led by women
INVESTING EQUITIES JAN 09, 2023
New ETF bets on companies led by women

Hypatia Women CEO ETF leverages the logic that female executives represent a rare level of excellence when it comes to leadership and management skills.

Finding potential upside in markets and the economy
INVESTING EQUITIES JAN 09, 2023
Finding potential upside in markets and the economy

Market watchers take the long view in forecasting the year ahead because the immediate future looks dicey.

Vanguard's efforts to navigate politics of ESG could be blueprint for others
INVESTING ESG JAN 06, 2023
Vanguard's efforts to navigate politics of ESG could be blueprint for others

Last month's decision to exit the Net Zero Asset Managers Initiative puts Vanguard in a spotlight it was likely trying to avoid.

Focus Financial partner deal expands access to alternative investments
NEWS RIAS JAN 05, 2023
Focus Financial partner deal expands access to alternative investments

Chicago firms Kovitz and Origin will combine real estate investment expertise, creating greater access across the Focus network.

After rough ride in '22, 60/40 portfolio looks poised for solid '23
INVESTING EQUITIES JAN 05, 2023
After rough ride in '22, 60/40 portfolio looks poised for solid '23

The same Fed policy that hurt fixed income last year is likely to make it the ballast for portfolios for the year ahead.

Alera Group continues aggressive acquisition pace with $2.8 billion deal
NEWS RIAS JAN 04, 2023
Alera Group continues aggressive acquisition pace with $2.8 billion deal

The purchase of Virginia-based Ascent Group keeps Alera on track to meet its goal of reaching $10 billion in AUM this year.

Bob Doll's predictions for 2023 paint less scary picture of year ahead
INVESTING EQUITIES JAN 03, 2023
Bob Doll's predictions for 2023 paint less scary picture of year ahead

His 10 calls for this year suggest a smoother ride for the markets that could depend on more action from Washington.

Appeal of higher yields has more advisers trading individual bonds instead of funds
INVESTING EQUITIES DEC 22, 2022
Appeal of higher yields has more advisers trading individual bonds instead of funds

While stock and bond funds have seen assets decline, direct ownership of individual bonds has increased over the past year.

Stock pullback has more advisers diversifying away from asset-based fees
NEWS RIAS DEC 20, 2022
Stock pullback has more advisers diversifying away from asset-based fees

As account balances shrink in stride with the financial markets, RIAs are increasingly embracing flat-fee pricing.

Dynasty IPO is still in the cards, Shirl Penney says
NEWS RIAS DEC 19, 2022
Dynasty IPO is still in the cards, Shirl Penney says

Despite Dynasty's sales of minority ownership stakes to Schwab and a private equity investor, a public stock offering is still the best long-term strategy for the platform, the CEO says.