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
Testing the limits of ETF tax efficiency
INVESTING EQUITIES OCT 06, 2016
Testing the limits of ETF tax efficiency

Index tweak forces ETF providers to get creative.

INVESTING EQUITIES OCT 06, 2016
Smart beta complexity is hurting investors

Plus: The SEC's fuzzy enforcement rules, a fighting chance for active management, and the worst part of being rich

Janus Capital agrees to merge with London's Henderson Global
INVESTING EQUITIES OCT 04, 2016
Janus Capital agrees to merge with London's Henderson Global

The deal creates a global active management complex with $320 billion under management.

Alternative investments shop 361 Capital 'diversifies' into long-only management
INVESTING EQUITIES OCT 03, 2016
Alternative investments shop 361 Capital 'diversifies' into long-only management

First post-merger mutual fund already filed.

INVESTING EQUITIES OCT 03, 2016
Advisers weigh pros and cons of Janus-Henderson merger

Expanded distribution, consolidation and some lower fees expected.

INVESTING ETFS OCT 03, 2016
The gloves come off in the legal fight between Pimco and Bill Gross

Plus: Claims of a better robo platform, a bright spot in a dim economic recovery, and health insurance won't be less expensive this year or next

YOUR PRACTICE PRACTICE MANAGEMENT SEP 30, 2016
Creating estate plans for elderly clients with fading mental competency

YOUR PRACTICE PRACTICE MANAGEMENT SEP 30, 2016
IMCA and Yale team up to offer the group's trademark accreditation

The partnership will enable IMCA members to earn the Certified Investment Management Analyst certification online.

NEWS INDUSTRY NEWS SEP 30, 2016
Hedge funds are becoming irrelevant

Plus: Morgan Stanley proves Trump correct on market bubbles, the sad story of Sanjay Valvani, and Obamacare moves closer to intensive care

YOUR PRACTICE PRACTICE MANAGEMENT SEP 29, 2016
Financial advisers' business models need changing to win over millennial clients: expert

Products and services geared toward baby boomers won't work for the younger generation, according to a presentation at the IMCA Private Wealth Advisor Conference in Chicago.