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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MacKay Shields names Janelle Woodward president
YOUR PRACTICE PRACTICE MANAGEMENT SEP 28, 2020
MacKay Shields names Janelle Woodward president

Woodward joins from BMO Global and succeeds retiring president Lucille Protas

Bond market refresh
INVESTING ESG SEP 27, 2020
Bond market refresh

ESG isn’t just for equities anymore, as financial advisers respond to growing demand for a greener fixed-income market

Fidelity Magellan launch could boost appeal of semitransparent ETFs
INVESTING ESG SEP 25, 2020
Fidelity Magellan launch could boost appeal of semitransparent ETFs

The asset manager is placing the heft of a $22 billion flagship fund behind a fledgling ETF model

BlackRock, Vanguard, Transamerica roll out latest ESG funds
INVESTING ESG SEP 24, 2020
BlackRock, Vanguard, Transamerica roll out latest ESG funds

By applying ESG screens, the new funds alter the composition of the traditional indexes

The time to look beyond bonds for income is right now
INVESTING FIXED INCOME SEP 24, 2020
The time to look beyond bonds for income is right now

Savvy advisers are adding value by trimming fixed income and rethinking the 60/40 rule

When clients want to ride out the rest of the year in cash
YOUR PRACTICE PRACTICE MANAGEMENT SEP 22, 2020
When clients want to ride out the rest of the year in cash

Advisers are spending more time 'talking clients off the ledge'

Rethinking the 40% bond allocation
NEWS INDUSTRY NEWS SEP 17, 2020
Rethinking the 40% bond allocation

Fixed income experts from Vanguard and BlackRock advised on the appropriate bond allocations at Morningstar’s annual conference

Future of financial planning takes emphasis off the assets
NEWS RIAS SEP 17, 2020
Future of financial planning takes emphasis off the assets

Morningstar conference panel touts niche practices and the personal touch

BlackRock's Larry Fink worries about corporate culture while working from home
YOUR PRACTICE PRACTICE MANAGEMENT SEP 17, 2020
BlackRock's Larry Fink worries about corporate culture while working from home

'I don't believe BlackRock will ever be 100% back in the office,' he said at the Morningstar virtual conference

Morningstar conference takes hard look at active management
INVESTING ESG SEP 16, 2020
Morningstar conference takes hard look at active management

The keynote presentation examined why active managers are a crucial ingredient of an efficient market