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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FPA teams with TD Ameritrade to launch 'virtual externship' program
YOUR PRACTICE FINTECH MAY 06, 2020
FPA teams with TD Ameritrade to launch 'virtual externship' program

The eight-week program promises to connect financial planning interns with mentors from across the country

Financial services embraces technology in adapting to remote work
YOUR PRACTICE FINTECH MAY 06, 2020
Financial services embraces technology in adapting to remote work

Some firms said they will never go back to the way things were before the pandemic

COVID-19 helps drive record-level ESG bond issuance
INVESTING ESG MAY 05, 2020
COVID-19 helps drive record-level ESG bond issuance

Environmental, social and governance bond issuance increased 272% in April from a year ago

Navigating private real estate investments amid COVID-19
INVESTING ALTERNATIVES MAY 04, 2020
Navigating private real estate investments amid COVID-19

The pandemic has put real estate valuations on hold for now

Brinker Capital's Daniel Crosby talks about the balance of managing client emotions
YOUR PRACTICE PRACTICE MANAGEMENT MAY 04, 2020
Brinker Capital's Daniel Crosby talks about the balance of managing client emotions

Keeping clients grounded and focused is especially important during times of extreme stress

Instead of selling in May, advisers may need to get creative
NEWS INDUSTRY NEWS MAY 01, 2020
Instead of selling in May, advisers may need to get creative

Ride the summer returns, or try some seasonal sector rotation

Strongest RIAs managed for growth during the financial crisis: TD study
NEWS RIAS APR 30, 2020
Strongest RIAs managed for growth during the financial crisis: TD study

The owners of standout firms took pay cuts, but kept investing in the business

SoFi waives ETF fees for a second year
INVESTING ETFS APR 29, 2020
SoFi waives ETF fees for a second year

The digital finance platform banks on zero-fee bait to attract young consumers

Schwab to set the bar high with virtual Impact conference
YOUR PRACTICE FINTECH APR 29, 2020
Schwab to set the bar high with virtual Impact conference

Advisers still want to network, but are asking for a price break on the cost of admission

Dividend income is a new minefield for financial advisers
INVESTING EQUITIES APR 27, 2020
Dividend income is a new minefield for financial advisers

Companies are cutting payments to shareholders at a rate not seen since 2009