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
Gold's 24% run attracts the attention of younger investors
INVESTING ALTERNATIVES JUL 23, 2020
Gold's 24% run attracts the attention of younger investors

The precious metal is uniquely suited to hedge the disruptions of 2020

TD's Dani Fava joins Envestnet as Schwab merger looms
ADVISOR NEWS FINTECH JUL 22, 2020
TD's Dani Fava joins Envestnet as Schwab merger looms

More top-level departures are expected as the $26 billion megamerger draws nearer

ETF market continues searching for the perfect expense ratio
ADVISOR NEWS OPINION JUL 21, 2020
ETF market continues searching for the perfect expense ratio

When zero fees are not expensive enough

American Century doubles down on semitransparent ETF lineup with ESG versions
INVESTING ETFS JUL 17, 2020
American Century doubles down on semitransparent ETF lineup with ESG versions

The jury is still out on whether financial advisers will buy into the unique new fund wrapper

As M&A activity ramps back up, RIAs need to bone up on the details
RIAS RIA NEWS JUL 16, 2020
As M&A activity ramps back up, RIAs need to bone up on the details

Independent advisers want to do deals, but many confess they aren't really prepared to do so

With Democrats gaining steam, financial services ponder potential transaction taxes
ADVISOR NEWS REGULATION AND LEGISLATION JUL 15, 2020
With Democrats gaining steam, financial services ponder potential transaction taxes

Proponent say a levy on trades is harmless. Opponents call it a dangerous friction

Advisers should aspire to the endowment investment model
INVESTING ALTERNATIVES JUL 14, 2020
Advisers should aspire to the endowment investment model

There are benefits for advisers that create more than just a balanced portfolio for clients

After a choppy start, RIA M&A regains momentum in 2020
RIAS RIA NEWS JUL 14, 2020
After a choppy start, RIA M&A regains momentum in 2020

More and larger deals suggests the second half could reach record levels

COVID-19 puts alternatives back in the mainstream
INVESTING ALTERNATIVES JUL 12, 2020
COVID-19 puts alternatives back in the mainstream

The new normal is reigniting conversations around the potential for alternative investments to add diversity and hedge risk

ETF providers struggle to steer institutional investors away from lower-cost retail funds
INVESTING ETFS JUL 10, 2020
ETF providers struggle to steer institutional investors away from lower-cost retail funds

Large investors are giving up liquidity and tighter spreads for lower fees