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
Avoiding dividend yields that look too good to be true
INVESTING EQUITIES MAY 26, 2022
Avoiding dividend yields that look too good to be true

Russia funds yielding between 300% and 3,000% represent the ultimate value trap. A better bet would be funds offering much lower yields.

Helping suddenly rich clients stay that way
RIAS PRACTICE MANAGEMENT MAY 25, 2022
Helping suddenly rich clients stay that way

Morgan Stanley's private wealth management trains advisers to guide their clients through the peaks and valleys of first-generation wealth.

Recession threat takes center stage
RIAS RIA NEWS MAY 23, 2022
Recession threat takes center stage

Financial advisers scramble to keep clients on track as markets drive lower, inflation climbs and an economic slowdown seems unavoidable.

Morgan Stanley's Parametric moves the wirehouse into ETF management
RIAS RIA NEWS MAY 20, 2022
Morgan Stanley's Parametric moves the wirehouse into ETF management

Two filings show that Parametric is moving beyond its current focus on separate accounts and direct indexing to subadvise strategies for Innovator ETFs.

No longer 'annuicide': How insurance products are reaching the fee-based channel
RIAS RIA NEWS MAY 20, 2022
No longer 'annuicide': How insurance products are reaching the fee-based channel

RIA Lab session looks at the insurance industry's evolution toward providing custodial-like relationships with advisers.

SEI plants its flag in ETF land with factor-based strategies
RIAS RIA NEWS MAY 18, 2022
SEI plants its flag in ETF land with factor-based strategies

The four exchange-traded funds are well-timed given the current market environment.

Distressed student debt becomes an attractive income stream for wealthy investors
RIAS RIA NEWS MAY 11, 2022
Distressed student debt becomes an attractive income stream for wealthy investors

Refinanced student loans could offer investors an alternative source of income and get delinquent loans off the books.

ETF hedging interest-rate risk comes out of the gate with 67% gain this year
INVESTING EQUITIES MAY 09, 2022
ETF hedging interest-rate risk comes out of the gate with 67% gain this year

The strategy blends short-term Treasury bonds with put options on longer-term bonds to ride the trend toward higher rates.

As market sell-off continues, financial advisers are searching for answers
RIAS RIA NEWS MAY 09, 2022
As market sell-off continues, financial advisers are searching for answers

Advisers are hoping the worst is over and trying to keep clients focused on the long term.

Merit Financial Advisors' latest deal establishes presence in Oklahoma
RIAS RIA NEWS MAY 09, 2022
Merit Financial Advisors' latest deal establishes presence in Oklahoma

The acquisition of $370 million Union Financial Advisors, based in Tulsa, marks Merit's sixth deal since taking private equity capital two years ago.