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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Falling fund fees are forcing advisers to check under the hood
INVESTING ETFS JUN 10, 2020
Falling fund fees are forcing advisers to check under the hood

The trend toward lower fees saved investors nearly $6 billion last year, according to data from Morningstar

Captrust acquires $1.6 billion Indiana firm
NEWS INDUSTRY NEWS JUN 10, 2020
Captrust acquires $1.6 billion Indiana firm

This marks the third deal of 2020 for the $390 billion aggregator

Finra adds human resources officer
YOUR PRACTICE PRACTICE MANAGEMENT JUN 05, 2020
Finra adds human resources officer

Rainia Washington becomes the lone African-American executive at the regulator

Captrust confirms more and larger acquisitions on the horizon
NEWS RIAS JUN 04, 2020
Captrust confirms more and larger acquisitions on the horizon

With its first taste of PE capital, the $390 billion aggregator is poised for ramped up activity

Financial planners will find an open lane when focusing on client values
INVESTING ESG JUN 04, 2020
Financial planners will find an open lane when focusing on client values

Older advisers in particular are missing the mark when it comes to the softer side of client relations

Fidelity rolls out three semitransparent ETFs
INVESTING EQUITIES JUN 04, 2020
Fidelity rolls out three semitransparent ETFs

The new funds showcase the firm's proxy basket technology

May was the month for mid-cap stocks
NEWS INDUSTRY NEWS JUN 01, 2020
May was the month for mid-cap stocks

Mid-sized companies have now rallied 31% since the stock market bottom in March

Battle lines drawn over RIAs taking PPP loans
NEWS RIAS MAY 29, 2020
Battle lines drawn over RIAs taking PPP loans

Critics challenge the morality of fee-based advisers taking government bailout money

Legg Mason affiliate launches semitransparent ETF
INVESTING MUTUAL FUNDS MAY 28, 2020
Legg Mason affiliate launches semitransparent ETF

ClearBridge becomes the second asset manager to employ the unique new wrapper

COVID-19 amplifies winners and losers in private real estate
INVESTING ALTERNATIVES MAY 27, 2020
COVID-19 amplifies winners and losers in private real estate

Retail takes a big hit, but the outlook for office space is more nuanced