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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Leveraging machine learning to outperform traditional model portfolios and funds
YOUR PRACTICE FINTECH JUL 06, 2022
Leveraging machine learning to outperform traditional model portfolios and funds

Technology can remove the human bias in investing, while also offering investors exposure to securities, but with reduced drawdown, minimized volatility and lower beta.

New ETFs only invest at night and aim for dreamy returns
NEWS RIAS JUL 05, 2022
New ETFs only invest at night and aim for dreamy returns

The NightShares strategy involves buying the index at the end of the day and selling it every morning.

It's not too late to join the liquid alts party, Morningstar says
NEWS RIAS JUL 01, 2022
It's not too late to join the liquid alts party, Morningstar says

Key to allocating to funds employing alternative strategies is knowing what to expect and not trying to time investments.

Finra arbitration orders D.E. Shaw to pay former manager $52 million in defamation suit
INVESTING ALTERNATIVES JUN 30, 2022
Finra arbitration orders D.E. Shaw to pay former manager $52 million in defamation suit

Four years after being fired for sexual misconduct, Daniel Michalow wins his defamation case against the $60 billion hedge fund.

A happenstance focus on wealthy widows
NEWS RIAS JUN 29, 2022
A happenstance focus on wealthy widows

Spuds Powell defies popular thinking with the niche client base he's built, one that he says makes both him and his clients happy.

CAIS alternatives platform valued at $1.1 billion after latest funding round
INVESTING ALTERNATIVES JUN 28, 2022
CAIS alternatives platform valued at $1.1 billion after latest funding round

The platform has now received four rounds of outside funding in less than two years from investors that see the potential for diversification in the current market environment.

Gold steps up once again as the ultimate bear market hedge
INVESTING EQUITIES JUN 27, 2022
Gold steps up once again as the ultimate bear market hedge

While it might be a lousy long-term investment, gold has a proven track record of rising to the occasion when times are tough.

Bank of America deepens ties to iCapital alts platform with strategic investment
INVESTING EQUITIES JUN 23, 2022
Bank of America deepens ties to iCapital alts platform with strategic investment

The bank joins a long list of financial backers funding the $130 billion tech-savvy platform for investing in alternatives.

Economic uncertainty puts alternative investments front and center
NEWS RIAS JUN 22, 2022
Economic uncertainty puts alternative investments front and center

Financial advisers say clients are asking about alternatives to the standard investments in stocks and bonds.

Succession plan services gain traction as a tool for recruiting, making acquisitions
NEWS RIAS JUN 21, 2022
Succession plan services gain traction as a tool for recruiting, making acquisitions

With more than $10 trillion seen in motion over the next decade as advisers retire, Cerulli expects acquiring firms to make succession planning a bigger piece of the offering.