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
NEWS INDUSTRY NEWS OCT 01, 2019
TD Ameritrade fires back at Schwab by cutting commissions to zero

After seeing its stock price drop 25%, TD charges headlong into the latest low-fee battle.

NEWS REGULATION AND LEGISLATION SEP 30, 2019
Bank of Montreal advisory units pay $38 million for overcharging clients

SEC says BMO failed to disclose conflicts of interest when it put customers into proprietary funds.

NEWS INDUSTRY NEWS SEP 30, 2019
Negative yields find their way into U.S. investor portfolios

Some bond index funds have no choice but to maintain large weightings in bonds with negative yields.

NEWS INDUSTRY NEWS SEP 25, 2019
What is keeping negative bond yields from reaching the U.S.?

The Fed is not expected to go negative, but global market forces will continue to drive U.S. yields lower

The case against gold
NEWS RIAS SEP 23, 2019
The case against gold

Some advisers shun the precious metal, arguing that it's simply a trading vehicle.

Can a recession benefit an advice firm?
YOUR PRACTICE PRACTICE MANAGEMENT SEP 21, 2019
Can a recession benefit an advice firm?

Leon LaBrecque sees opportunity in recessions.

Keep clients in the loop about market realities
YOUR PRACTICE PRACTICE MANAGEMENT SEP 21, 2019
Keep clients in the loop about market realities

Financial advisers have a responsibility to prepare clients for market realities.

Keep calm and lower client risk exposure
NEWS INDUSTRY NEWS SEP 21, 2019
Keep calm and lower client risk exposure

Better 'early than late' when it comes to preparing clients for a recession.

Preparing for the next recession
NEWS INDUSTRY NEWS SEP 21, 2019
Preparing for the next recession

Prep clients, portfolios and your business ahead of a wreck.

Ariel's Mellody Hobson says women, minorities should 'speak their truth' instead of trying to blend in
INVESTING MUTUAL FUNDS SEP 19, 2019
Ariel's Mellody Hobson says women, minorities should 'speak their truth' instead of trying to blend in

Co-CEO of the nation's largest black-owned money management firm talks about diversity, financial literacy, and watching movies with her husband, George Lucas