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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Creative Planning's latest acquisition feeds record-setting merger activity
NEWS RIAS JAN 22, 2020
Creative Planning's latest acquisition feeds record-setting merger activity

The $48 billion RIA adds another $618 million with Stratford Consulting deal

Another major boost for ESG investing
NEWS RIAS JAN 21, 2020
Another major boost for ESG investing

MSCI rolls out principles of sustainable investing

Put podcasting on the to-do list for 2020
YOUR PRACTICE FINTECH JAN 17, 2020
Put podcasting on the to-do list for 2020

The trick is knowing your message and finding your voice.

Helping clients understand why they aren't beating the S&P 500
NEWS INDUSTRY NEWS JAN 16, 2020
Helping clients understand why they aren't beating the S&P 500

In the best of times, advisers have to remind clients about the worst of times

Fidelity rides outsourcing trend with four more model portfolios
INVESTING EQUITIES JAN 15, 2020
Fidelity rides outsourcing trend with four more model portfolios

Asset manager introduces 21 model portfolios in 18 months

ESG funds ride 'perfect storm' to record inflows
INVESTING ESG JAN 14, 2020
ESG funds ride 'perfect storm' to record inflows

Morningstar reports ESG fund flows in 2019 were nearly four times higher than 2018 levels

M&A in the RIA space rides to another record year
NEWS RIAS JAN 13, 2020
M&A in the RIA space rides to another record year

Access to capital and a flood of quality buyers are seen driving the trend

Time to check under the hood of that index fund
INVESTING EQUITIES JAN 10, 2020
Time to check under the hood of that index fund

Here's one more reason to avoid picking a fund based on past performance

Brand-name loyalty is not always the best investment strategy
INVESTING MUTUAL FUNDS JAN 10, 2020
Brand-name loyalty is not always the best investment strategy

Advisers are too focused on the largest and most popular fund companies, according to Cerulli research

Price of gold speaks volumes about geopolitical fears
NEWS RIAS JAN 08, 2020
Price of gold speaks volumes about geopolitical fears

Like the equity markets, gold treats Iran like a nothing-burger