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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Thrivent Financial ups efforts to put customers ahead of products
RETIREMENT LIFE INSURANCE AND ANNUITIES APR 24, 2020
Thrivent Financial ups efforts to put customers ahead of products

The new chief commercial officer position signals a focus on holistic planning

Pandemic fallout sends consumers racing toward financial planners
YOUR PRACTICE PRACTICE MANAGEMENT APR 23, 2020
Pandemic fallout sends consumers racing toward financial planners

Lockdown gives consumers and DIY investors time for financial spring cleaning

Advisers should look before leaping into stimulus debt programs
NEWS OPINION APR 22, 2020
Advisers should look before leaping into stimulus debt programs

Unless it's a matter of business survival, the strings attached to the loans might prove even more costly

Morningstar bulks up ESG research with buyout of Sustainalytics
INVESTING ESG APR 21, 2020
Morningstar bulks up ESG research with buyout of Sustainalytics

Acquiring the entirety of the Dutch analytics firm opens up global ESG opportunities

Fidelity cuts fees for long-term investors
INVESTING MUTUAL FUNDS APR 21, 2020
Fidelity cuts fees for long-term investors

New thematic funds offer expense ratios that drop over time

As pandemic rages on, ESG funds shine brightly
INVESTING ESG APR 19, 2020
As pandemic rages on, ESG funds shine brightly

Outperforming the broader market yet again during a sudden downturn, ESG strategies are emerging as the new standard upon which to gauge a company’s ability to withstand risk

Vanguard limits access to the safest money market funds
INVESTING MUTUAL FUNDS APR 17, 2020
Vanguard limits access to the safest money market funds

The asset management giant closed Treasury money funds to new investors in an attempt to keep yields positive

Fed rescue efforts force advisers to rethink asset allocation
INVESTING FIXED INCOME APR 16, 2020
Fed rescue efforts force advisers to rethink asset allocation

The agency’s emergency efforts to rescue the economy are already being viewed as uncharted territory

Mariner partners with Dynasty to launch platform for breakaway brokers
NEWS RIAS APR 16, 2020
Mariner partners with Dynasty to launch platform for breakaway brokers

Advisers joining the platform will run independent businesses with middle- and back-office support

10 companies with the longest records of raising dividends
INVESTING EQUITIES APR 15, 2020
10 companies with the longest records of raising dividends

While some companies have announced dividend cuts recently, others have long histories of making such payments