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
Hurricane Dorian puts flood insurance on the front burner
NEWS RIAS SEP 03, 2019
Hurricane Dorian puts flood insurance on the front burner

Advisers use storm that crushed the Bahamas as latest reminder for full insurance coverage.

Opening an IRA just for alternative investments
NEWS RIAS AUG 30, 2019
Opening an IRA just for alternative investments

Platform leverages the SEC's crowd-funding regulations to give all investors access to alternatives.

The upside of betting on inflation
NEWS RIAS AUG 29, 2019
The upside of betting on inflation

Treasury inflation-protected securities are gaining popularity as a yield play

There's a wrong way to use target-date funds
NEWS RIAS AUG 28, 2019
There's a wrong way to use target-date funds

Investing in other funds in addition to a TDF adds risk and defeats the purpose.

Verbal agreement became a succession plan
NEWS RIAS AUG 23, 2019
Verbal agreement became a succession plan

How to buy an RIA in the middle of a global financial crisis.

ETF providers quietly dial back production
INVESTING MUTUAL FUNDS AUG 22, 2019
ETF providers quietly dial back production

Some major ETF providers haven't launched a fund all year

Faith-based funds attract loyal investors
NEWS RIAS AUG 20, 2019
Faith-based funds attract loyal investors

It turns out negative screens aren't necessarily a drag on funds' performance.

Falling rates expose duration risk in bond funds
INVESTING MUTUAL FUNDS AUG 16, 2019
Falling rates expose duration risk in bond funds

Double-digit returns on bond funds embracing longer durations can turn on a dime if interest rates start climbing.

Volatility reignites debate about market timing
NEWS RIAS AUG 15, 2019
Volatility reignites debate about market timing

Advisers shrug off the threat of an imminent recession

Veteran small-cap manager navigates market cycles with a basic philosophy
INVESTING EQUITIES AUG 07, 2019
Veteran small-cap manager navigates market cycles with a basic philosophy

Robert Bergson of Northern Trust Asset Management embraces bottom-up stock picking and usually beats his peers.