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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529 plans also miss the boat when it comes to ESG
INVESTING ESG MAR 16, 2019
529 plans also miss the boat when it comes to ESG

You'd think a 529 college savings program would be the perfect vehicle for environmental, social and governance causes, but things appear stalled.

Sweeping Ed Butowsky lawsuit takes on 'left-wing media bias'
NEWS RIAS MAR 14, 2019
Sweeping Ed Butowsky lawsuit takes on 'left-wing media bias'

Texas financial adviser claims'false allegations' by New York Times, CNN, Turner Broadcasting and Democratic National Committee 'upended' his life and business

Advisers see college admissions scandal as tip of the iceberg
NEWS RIAS MAR 13, 2019
Advisers see college admissions scandal as tip of the iceberg

Parents' conduct is described as 'disgusting' but not surprising given the current state of higher education.

Lipper plans ESG scoring system for mutual funds
NEWS RIAS MAR 12, 2019
Lipper plans ESG scoring system for mutual funds

Citing the growing appeal of sustainable investing, Lipper aims set the bar for ESG ratings

2019 Lipper Awards: Faith-based fund takes a starring role
INVESTING MUTUAL FUNDS MAR 07, 2019
2019 Lipper Awards: Faith-based fund takes a starring role

Annual awards recognize more than 300 funds for performance.

Risk-averse investors push advisers to their creative limits
NEWS RIAS MAR 06, 2019
Risk-averse investors push advisers to their creative limits

Financial advisers get creative to keep their conservative clients from losing ground to inflation.

SEC wins churning case against 'cockroaching' broker
NEWS REGULATION AND LEGISLATION MAR 05, 2019
SEC wins churning case against 'cockroaching' broker

Barred broker worked at 10 different firms in his 13-year career

Financial advisers take issue with Democratic plans to tax the rich
NEWS RIAS MAR 05, 2019
Financial advisers take issue with Democratic plans to tax the rich

As tax proposals become increasingly 'loony tunes,' financial planners grow more nervous about how the plans could affect their clients.

Morningstar brings Pimco flagship fund down down a peg
INVESTING MUTUAL FUNDS MAR 01, 2019
Morningstar brings Pimco flagship fund down down a peg

The 32-year-old Pimco Total Return Fund, made famous by Bill Gross, is cut to three stars.

NEWS RIAS FEB 28, 2019
March 9, 2009: Financial advisers share lessons, scars from rock bottom

As the day approached, advisers felt the pressure and clients lost patience.