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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.

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Displaying 3776 results

Topic

Fed tightening puts mortgage planning back on the table

As mortgage rates hit a two-year high, financial advisers are weighing the pros and cons of whether clients should refinance or downsize.

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Building a planning niche among the gay community requires a nimble perspective

Women Adviser Summit panelists say the financial planning industry needs more advisers focusing on the LGBTQ-plus community.

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Niche practice designed around women leaves nothing to chance

Ann Alsina kicks off the Women Adviser Summit by inspiring women to find their own niche.

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Financial advisers starting to view economic outlook as a glass half empty

The results from the most recent InvestmentNews survey shows sentiment is turning south.

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Two years later, financial services firms still searching for balance on remote work

Some of the biggest brands in wealth management are trying to figure out what normal looks like, and how and whether it makes sense to bring employees back to the office.

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First rate hike since 2018 has advisers adjusting client portfolios

Some market watchers see the quarter-point hike as not enough to slow inflation or economic growth.

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Advisers must embrace fintech risks, opportunities to keep up with retailers

A new report from Celent shines light on the trend of traditional retailers like Walmart migrating into the wealth management space.

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Stock market pullback puts spotlight on Roth conversions

With most broad market indexes nestled into correction territory, financial advisers are steering clients toward Roth conversions in a tax management move.

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ICapital tech platform acquires Stifel Financial’s alts feeder funds

The deal, which will close later this month, pushes the assets on iCapital's platform to more than $118 billion.

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T. Rowe Price, Calamos Advisors bring home overall fund company Lipper Awards

Fidelity tops all fund companies with 35 individual fund trophies; Carillon Tower Advisers wins the small-company fixed-income award for the second straight year.

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