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
Latest ETF launch promotes social justice
INVESTING ETFS OCT 05, 2020
Latest ETF launch promotes social justice

The new fund joins a short list of other exchange-traded products that have had mixed investing results

Faith-based investing catches a ride on the ESG wave
INVESTING ALTERNATIVES OCT 01, 2020
Faith-based investing catches a ride on the ESG wave

Advisers find even nonreligious clients are embracing faith-based strategies

What advisers should expect from Trump-Biden debate
RIAS RIA NEWS SEP 29, 2020
What advisers should expect from Trump-Biden debate

The markets are longing for economic stimulus and less talk about tax hikes

Financial services exodus from high-tax locales gains steam
RIAS PRACTICE MANAGEMENT SEP 28, 2020
Financial services exodus from high-tax locales gains steam

The lockdown has shown firms that they're not tied to one location

MacKay Shields names Janelle Woodward president
RIAS PRACTICE MANAGEMENT SEP 28, 2020
MacKay Shields names Janelle Woodward president

Woodward joins from BMO Global and succeeds retiring president Lucille Protas

Bond market refresh
INVESTING FIXED INCOME SEP 27, 2020
Bond market refresh

ESG isn’t just for equities anymore, as financial advisers respond to growing demand for a greener fixed-income market

Fidelity Magellan launch could boost appeal of semitransparent ETFs
RIAS RIA NEWS SEP 25, 2020
Fidelity Magellan launch could boost appeal of semitransparent ETFs

The asset manager is placing the heft of a $22 billion flagship fund behind a fledgling ETF model

BlackRock, Vanguard, Transamerica roll out latest ESG funds
RIAS RIA NEWS SEP 24, 2020
BlackRock, Vanguard, Transamerica roll out latest ESG funds

By applying ESG screens, the new funds alter the composition of the traditional indexes

The time to look beyond bonds for income is right now
INVESTING FIXED INCOME SEP 24, 2020
The time to look beyond bonds for income is right now

Savvy advisers are adding value by trimming fixed income and rethinking the 60/40 rule

When clients want to ride out the rest of the year in cash
RIAS PRACTICE MANAGEMENT SEP 22, 2020
When clients want to ride out the rest of the year in cash

Advisers are spending more time 'talking clients off the ledge'