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
Carving a cryptocurrency advisory niche
INVESTING ALTERNATIVES NOV 09, 2021
Carving a cryptocurrency advisory niche

After buying his first Bitcoin six years ago for $235, Steve Larsen believes the digital currency is still a value at over $66,000.

Mutual fund investors brace for hefty capital gains taxes
INVESTING EQUITIES NOV 08, 2021
Mutual fund investors brace for hefty capital gains taxes

As fund companies start to post annual tax distributions, more than 110 funds are already showing capital gains distributions of more than 20%.

Hedging inflation requires tiptoeing through TIPS
NEWS RIAS NOV 03, 2021
Hedging inflation requires tiptoeing through TIPS

Treasury inflation-protected securities have become the hottest ticket in 2021 as messages about 'transitory' inflation clash with reality.

CI Financial adds $4.1 billion with acquisition of R.H. Bluestein
NEWS RIAS NOV 02, 2021
CI Financial adds $4.1 billion with acquisition of R.H. Bluestein

The Canadian aggregator makes it first move into Michigan and shows no signs of slowing the rapid pace of its dealmaking.

Bitcoin investing without the roller-coaster ride
NEWS RIAS NOV 02, 2021
Bitcoin investing without the roller-coaster ride

Two tech platforms team up to launch a low-volatility cryptocurrency model portfolio for less adventurous investors in digital assets.

Dirty energy rides performance wave as flip side of ESG
INVESTING EQUITIES NOV 01, 2021
Dirty energy rides performance wave as flip side of ESG

A supply-demand imbalance has pushed energy sector stocks up 56% so far this year, while a natural gas ETF has spiked 110%.

Short-term ESG performance shines light on active management
INVESTING ESG OCT 29, 2021
Short-term ESG performance shines light on active management

A relatively strong third-quarter performance by some types of environmental, social and governance funds reignites the debate over ESG alpha.

Pro bono financial planning needs fintech to step up
NEWS RIAS OCT 28, 2021
Pro bono financial planning needs fintech to step up

New research from the Foundation for Financial Planning shows that fintech innovation falls short when it comes to planning for low- and moderate-income pro bono clients.

Vanguard, American Funds double down on model portfolio partnership
INVESTING MUTUAL FUNDS OCT 27, 2021
Vanguard, American Funds double down on model portfolio partnership

A year after joining forces to create active-passive models for Merrill Lynch, the asset management heavyweights take their models to Morgan Stanley.

Bitcoin-linked ETFs attract record assets with strategy designed for traders
NEWS RIAS OCT 22, 2021
Bitcoin-linked ETFs attract record assets with strategy designed for traders

The futures-based access to cryptocurrencies has been described as better than nothing by investors. But, financial advisers might have trouble managing client expectations.