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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Morningstar expands access to ESG fund scores for socially conscious investors
INVESTING ESG MAR 06, 2016
Morningstar expands access to ESG fund scores for socially conscious investors

Investors can see how funds rate when it comes to sustainability factors. But public access could mean more pressure and focus on ESG issues from clients.

Oil stocks ride a short squeeze to record gains
NEWS INDUSTRY NEWS MAR 04, 2016
Oil stocks ride a short squeeze to record gains

<i>Breakfast with Benjamin</i> How an epic short squeeze propelled some oil stocks to record weekly gains.

INVESTING EQUITIES MAR 04, 2016
Gold's near-term future looks bright

Investors are piling in to gold funds, ETFs

Once unheard of, negative interest rates emerge as a viable Fed tool
INVESTING FIXED INCOME MAR 04, 2016
Once unheard of, negative interest rates emerge as a viable Fed tool

Savers and retirees would suffer the most

Value stocks poised to take the lead from growth investing
INVESTING MUTUAL FUNDS MAR 03, 2016
Value stocks poised to take the lead from growth investing

A looming earnings recession favors utilities, staples, dividend-payers.

Financial advisers, analysts shrug off recession fears
INVESTING EQUITIES MAR 03, 2016
Financial advisers, analysts shrug off recession fears

Meager economic growth and political fear-mongering aside, financial advisers shouldn't be overly concerned about the threat of a U.S. recession.

Gold rally takes a breather
INVESTING ETFS MAR 03, 2016
Gold rally takes a breather

Some analysts say the pullback makes more sense than the rally

Morningstar's sustainability effort kicks off with ESG scores on 20,000 funds
INVESTING EQUITIES MAR 02, 2016
Morningstar's sustainability effort kicks off with ESG scores on 20,000 funds

Scoring funds for social, environmental and governance factors feeds a growing investor appetite

New academic research challenges the honesty of financial advisers
NEWS RIAS MAR 01, 2016
New academic research challenges the honesty of financial advisers

<i>Breakfast with Benjamin</i> Professors take it to the advice industry with a new paper charging economy-wide adviser misconduct.

Eaton Vance's NextShares fund meets critical reviews
INVESTING EQUITIES MAR 01, 2016
Eaton Vance's NextShares fund meets critical reviews

Hybrid exchange-traded mutual fund called a 'test case', and is already receiving some skeptical reviews.