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
Should fee-based advisers take stimulus loans?
NEWS RIAS MAR 30, 2020
Should fee-based advisers take stimulus loans?

The forgivable SBA loans could save some small businesses, or help support the bottom line of fee-based advisers

Stimulus package could bring investors back into the markets
NEWS INDUSTRY NEWS MAR 26, 2020
Stimulus package could bring investors back into the markets

As markets find footing, investors have fled stocks and bonds

Wild markets set stage for winner-take-all trading competition
NEWS INDUSTRY NEWS MAR 26, 2020
Wild markets set stage for winner-take-all trading competition

The three-day event bets viewers will pay to watch traders win big and lose big

Advice firms will move more workers home
YOUR PRACTICE PRACTICE MANAGEMENT MAR 25, 2020
Advice firms will move more workers home

As businesses adapt to getting things done during the pandemic, the future of work looks more remote than ever

Fund merger puts Vanguard investors into higher-priced version
INVESTING MUTUAL FUNDS MAR 23, 2020
Fund merger puts Vanguard investors into higher-priced version

Asset manager consolidates two actively managed funds to better compete with index products

Bear market puts active management back in the spotlight
NEWS INDUSTRY NEWS MAR 20, 2020
Bear market puts active management back in the spotlight

After mixed early reviews, active funds may be able to find opportunity in declining markets

Advisers get bullish in a bear market
NEWS INDUSTRY NEWS MAR 19, 2020
Advisers get bullish in a bear market

With equities down 30%, some say it's getting too cheap to stay on the sidelines

How the COVID-19 sell-off compares with previous market slides
YOUR PRACTICE PRACTICE MANAGEMENT MAR 17, 2020
How the COVID-19 sell-off compares with previous market slides

While a global pandemic is scary, advisers say it may be easier for clients to understand than the financial complexities that drove the 2008 crisis

Clients keep their cool as stocks tank
INVESTING EQUITIES MAR 16, 2020
Clients keep their cool as stocks tank

Some advisers are facing the challenge of dissuading clients from jumping into the market as it continues to fall

Market slide puts RIA buyers in the driver's seat
YOUR PRACTICE PRACTICE MANAGEMENT MAR 13, 2020
Market slide puts RIA buyers in the driver's seat

As valuations take a hit, advisers could be forced to the negotiating table