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
Rethinking the 40% bond allocation
RIAS RIA NEWS SEP 17, 2020
Rethinking the 40% bond allocation

Fixed income experts from Vanguard and BlackRock advised on the appropriate bond allocations at Morningstar’s annual conference

Future of financial planning takes emphasis off the assets
RIAS RIA NEWS SEP 17, 2020
Future of financial planning takes emphasis off the assets

Morningstar conference panel touts niche practices and the personal touch

BlackRock's Larry Fink worries about corporate culture while working from home
RIAS PRACTICE MANAGEMENT SEP 17, 2020
BlackRock's Larry Fink worries about corporate culture while working from home

'I don't believe BlackRock will ever be 100% back in the office,' he said at the Morningstar virtual conference

Morningstar conference takes hard look at active management
RIAS RIA NEWS SEP 16, 2020
Morningstar conference takes hard look at active management

The keynote presentation examined why active managers are a crucial ingredient of an efficient market

Is working from home the new  normal?
RIAS PRACTICE MANAGEMENT SEP 11, 2020
Is working from home the new normal?

Six months into the forced work-from-home experiment, traditional office space is becoming less relevant

Avoiding investments that are green in name only
RIAS RIA NEWS SEP 11, 2020
Avoiding investments that are green in name only

The growing appeal of ESG investing leaves financial advisers shouldering a new level of due diligence

Diversity and inclusion success starts with a focus on inclusion
RIAS PRACTICE MANAGEMENT SEP 10, 2020
Diversity and inclusion success starts with a focus on inclusion

The effort shouldn't be about checking boxes and adding a minority group member to the corporate board

Building a better asset management industry requires more women and minorities
RIAS PRACTICE MANAGEMENT SEP 09, 2020
Building a better asset management industry requires more women and minorities

Asset management is a 'great career for women' from logistics perspective, speaker says

2020 puts emergency funds on the front burner
RIAS PRACTICE MANAGEMENT SEP 08, 2020
2020 puts emergency funds on the front burner

Advisers are pushing their clients to prepare for the worst

Active management fails to impress amid 2020 markets
INVESTING MUTUAL FUNDS AUG 27, 2020
Active management fails to impress amid 2020 markets

The Morningstar analysis of results so far this year does not bode well for active managers