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
Is working from home the new  normal?
YOUR PRACTICE PRACTICE MANAGEMENT SEP 11, 2020
Is working from home the new normal?

Six months into the forced work-from-home experiment, traditional office space is becoming less relevant

Avoiding investments that are green in name only
INVESTING ESG SEP 11, 2020
Avoiding investments that are green in name only

The growing appeal of ESG investing leaves financial advisers shouldering a new level of due diligence

Diversity and inclusion success starts with a focus on inclusion
YOUR PRACTICE PRACTICE MANAGEMENT SEP 10, 2020
Diversity and inclusion success starts with a focus on inclusion

The effort shouldn't be about checking boxes and adding a minority group member to the corporate board

Building a better asset management industry requires more women and minorities
YOUR PRACTICE PRACTICE MANAGEMENT SEP 09, 2020
Building a better asset management industry requires more women and minorities

Asset management is a 'great career for women' from logistics perspective, speaker says

2020 puts emergency funds on the front burner
YOUR PRACTICE PRACTICE MANAGEMENT SEP 08, 2020
2020 puts emergency funds on the front burner

Advisers are pushing their clients to prepare for the worst

Active management fails to impress amid 2020 markets
INVESTING MUTUAL FUNDS AUG 27, 2020
Active management fails to impress amid 2020 markets

The Morningstar analysis of results so far this year does not bode well for active managers

ESG appeal survives test of market pullback
INVESTING ESG AUG 26, 2020
ESG appeal survives test of market pullback

A focus on ESG diverts attention from investment performance, especially in times of market volatility, according to a recent Morningstar study

Asset-based fee models are 'lazy' — and flawed
NEWS OPINION AUG 24, 2020
Asset-based fee models are 'lazy' — and flawed

Most advisers don't know what their time is worth, according to research from Bob Veres of Inside Information

Despite COVID, RIA deals headed for another record year
NEWS RIAS AUG 21, 2020
Despite COVID, RIA deals headed for another record year

Deal tracker DeVoe expects M&A activity to climb 30% annually for at least five years

Morningstar rolls out free ESG-screening tool
INVESTING ESG AUG 21, 2020
Morningstar rolls out free ESG-screening tool

The four-step platform is designed to identify funds that stand out in the expanding environmental, social and governance universe