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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Shifting to value stocks just in the nick of time
NEWS INDUSTRY NEWS NOV 11, 2019
Shifting to value stocks just in the nick of time

Signals are flashing that growth stocks are giving way to value strategies

Former TCA by ETrade exec lands as CEO of fast-growing RIA
NEWS RIAS NOV 08, 2019
Former TCA by ETrade exec lands as CEO of fast-growing RIA

Josh Pace is joining Connecticut-based Apella Capital, which already has a handful of deals under its belt

Turns out military-friendly companies are also good investments
NEWS INDUSTRY NEWS NOV 08, 2019
Turns out military-friendly companies are also good investments

VETS ETF crushes the competition with a 33% gain this year.

Controversial adviser Ed Butowsky launches broker-dealer aimed at smaller breakaways
NEWS INDUSTRY NEWS NOV 07, 2019
Controversial adviser Ed Butowsky launches broker-dealer aimed at smaller breakaways

Rolling out the red carpet for wirehouse reps managing $75 million to $200 million.

Nationwide gives wholesalers the heave-ho
NEWS INDUSTRY NEWS OCT 31, 2019
Nationwide gives wholesalers the heave-ho

The $65 billion asset management firm is bypassing financial advisers to focus on outsourced model portfolio platforms.

NEWS INDUSTRY NEWS OCT 31, 2019
Nationwide gives wholesalers the heave-ho

The $65 billion asset management firm is bypassing financial advisers to focus on outsourced model portfolio platforms.

Lower bond yields leave advisers pursuing controversial income strategy
NEWS INDUSTRY NEWS OCT 30, 2019
Lower bond yields leave advisers pursuing controversial income strategy

Dividend-paying stocks are becoming the go-to replacement for fixed-income allocations.

HighTower growth strategy shows no fear of buying high
NEWS RIAS OCT 29, 2019
HighTower growth strategy shows no fear of buying high

The $71 billion RIA consolidator acquires its fourth $1-billion-plus firm this year.

NEWS INDUSTRY NEWS OCT 29, 2019
HighTower growth strategy shows no fear of buying high

The $71 billion RIA consolidator acquires its fourth $1-billion-plus firm this year.

This week marks beginning of a seasonal rally
NEWS INDUSTRY NEWS OCT 28, 2019
This week marks beginning of a seasonal rally

Today begins a six-month run that historically trounces the performance of the prior six-month period.