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 3581 results
Trade-war threat presents opportunities for energy investments
INVESTING MUTUAL FUNDS MAY 23, 2019
Trade-war threat presents opportunities for energy investments

Master limited partnerships are riding high.

How one adviser is getting ahead of the hot IPO market
NEWS RIAS MAY 22, 2019
How one adviser is getting ahead of the hot IPO market

Fund will tackle the risks and rewards of buying companies before they go public.

The growth of factor-based investing
INVESTING MUTUAL FUNDS MAY 18, 2019
The growth of factor-based investing

Advisers are making decisions about clients' portfolios by using the same characteristics that govern factor-based ETFs.

Consolidation alters RPA space
RETIREMENT RETIREMENT PLANNING MAY 18, 2019
Consolidation alters RPA space

Pressure mounts for smaller firms, as benefits of scale become more important.

Grim milestone for active management
INVESTING EQUITIES MAY 16, 2019
Grim milestone for active management

Passive investments makes an historic claim to market share dominance of U.S. equity fund assets

Bob Oros of HighTower calls protocol exit 'form over substance'
NEWS RIAS MAY 15, 2019
Bob Oros of HighTower calls protocol exit 'form over substance'

The move 'clarifies' where the RIA consolidator is heading, CEO says.

Benjamin F. Edwards expands its recruiting net with a corporate RIA
NEWS RIAS MAY 13, 2019
Benjamin F. Edwards expands its recruiting net with a corporate RIA

Edwards Wealth Management hopes to benefit from the breakaway broker trend

Small-cap stocks bear the brunt of trade dispute
INVESTING EQUITIES MAY 13, 2019
Small-cap stocks bear the brunt of trade dispute

Contrary to popular thinking, smaller companies prove most vulnerable to geopolitical wrangling.

Kyle Weaver of Fidelity pursues deep value in secular themes
INVESTING EQUITIES MAY 13, 2019
Kyle Weaver of Fidelity pursues deep value in secular themes

High-performing growth fund includes pre-IPO Juul among its top holdings.

Softer side of wealth management will prevail in the future
NEWS RIAS MAY 09, 2019
Softer side of wealth management will prevail in the future

As technology turns investment management into a commodity, advisers need to find better ways to add value.