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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Why the Fed pays ETF trading commissions when small investors don't
INVESTING ETFS JUN 22, 2020
Why the Fed pays ETF trading commissions when small investors don't

There's more to the so-called free trades than meets the eye

Outlook for the economy remains cloudy
INVESTING EQUITIES JUN 21, 2020
Outlook for the economy remains cloudy

Massive stimulus efforts may not be enough to overcome the challenges posed by high unemployment, damage to small businesses

Panic selling gives way to fear of missing out
NEWS INDUSTRY NEWS JUN 21, 2020
Panic selling gives way to fear of missing out

Experts debate the effects of the stimulus spending and Fed rescue efforts on the future of the economy

Wells Fargo sells $3 billion alternatives platform to iCapital
INVESTING ALTERNATIVES JUN 18, 2020
Wells Fargo sells $3 billion alternatives platform to iCapital

Following an industry trend, the bank will leverage iCapital's technology to offer a white-label platform to clients

What financial services is learning from 2020 hindsight
NEWS INDUSTRY NEWS JUN 17, 2020
What financial services is learning from 2020 hindsight

Advisers may need to rethink risk tolerance with a market that appears out of sync

Bond funds see record $74B in net flows in May
INVESTING MUTUAL FUNDS JUN 17, 2020
Bond funds see record $74B in net flows in May

Equity funds suffered net outflows, according to Morningstar

TD Ameritrade applies 'dating app' innovation to RIA M&A
NEWS RIAS JUN 16, 2020
TD Ameritrade applies 'dating app' innovation to RIA M&A

Critics of the new platform wonder if the anonymous nature of the interactions will work for personalized deals

LPL shines a spotlight on succession planning
NEWS OPINION JUN 16, 2020
LPL shines a spotlight on succession planning

Assurance Plans can be described as 'term life insurance' for your business

Market volatility shines spotlight on client risk tolerance
NEWS INDUSTRY NEWS JUN 12, 2020
Market volatility shines spotlight on client risk tolerance

Advisers say clients are staying grounded, focused on long-term investing

Impact investing rides the waves of social unrest
INVESTING ESG JUN 11, 2020
Impact investing rides the waves of social unrest

Investors are happy with both the portfolio performance and the impact, according to a recent study