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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Strong first half for markets forces advisors to defend pessimistic outlooks
NEWS RIAS JUL 03, 2023
Strong first half for markets forces advisors to defend pessimistic outlooks

The broad markets are climbing a wall of worry, although that's been overshadowed by the triple-digit returns of tech sector highfliers.

Stocks can't continue to ignore recession risk
INVESTING EQUITIES JUL 03, 2023
Stocks can't continue to ignore recession risk

Despite the recent surge in equities, most market watchers expect stocks to finish the year flat or down from current levels.

More summer reading recommendations
NEWS INDUSTRY NEWS JUL 03, 2023
More summer reading recommendations

If you’re looking for something to read this holiday, here are suggestions of both fun and serious books from friends and colleagues across the wealth management industry.

Your 2023 summer reading list
NEWS INDUSTRY NEWS JUN 27, 2023
Your 2023 summer reading list

Take a look at the books your colleagues are reading this summer, both for business and for pleasure.

It's time for financial advisors to help investors gain access to alts
RETIREMENT RETIREMENT PLANNING JUN 21, 2023
It's time for financial advisors to help investors gain access to alts

The long-outdated accredited investor rule has become a symbolic roadblock between retail investors and institutional-quality investments.

ETF designed to climb along with interest rates adjusts in stride with Fed
NEWS RIAS JUN 20, 2023
ETF designed to climb along with interest rates adjusts in stride with Fed

FolioBeyond's Rising Rates ETF is being renamed the Alternative Income and Interest Rate Hedge ETF.

T. Rowe launches its first transparent active equity ETFs
INVESTING EQUITIES JUN 20, 2023
T. Rowe launches its first transparent active equity ETFs

The storied mutual fund complex was late to the exchange-traded fund game but has attracted $1 billion in ETF assets since launching its first suite of funds three years ago.

BlackRock bitcoin ETF has crypto fans wondering about change of course at SEC
NEWS RIAS JUN 16, 2023
BlackRock bitcoin ETF has crypto fans wondering about change of course at SEC

Given the three dozen others that have filed for a bitcoin ETF without success, ETF watchers are wondering if BlackRock has an inside track to gain approval.

Don't misread the Fed's pause in June as the end of higher rates
INVESTING FIXED INCOME JUN 15, 2023
Don't misread the Fed's pause in June as the end of higher rates

Scrambling to stay ahead of the central bank's next move, advisors and market watchers think the Fed is trying to keep the markets on their toes.

New iCapital platform gives advisors turnkey access to alternative investments
NEWS RIAS JUN 14, 2023
New iCapital platform gives advisors turnkey access to alternative investments

Marketplace combines hundreds of existing platforms run by providers of alternative investments into a single network.