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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Coming soon: Dimensional Fund Advisors ETFs
INVESTING ETFS JUN 26, 2020
Coming soon: Dimensional Fund Advisors ETFs

For the first time, individual investors will have direct access to coveted DFA strategies

Fidelity research shows COVID-19 steering advisers toward technology
ADVISOR NEWS FINTECH JUN 23, 2020
Fidelity research shows COVID-19 steering advisers toward technology

The research points to a 50% increase in digital marketing strategies since pandemic hit

Creative Planning notches seventh deal of 2020 with $700 million RIA
RIAS RIA NEWS JUN 23, 2020
Creative Planning notches seventh deal of 2020 with $700 million RIA

The purchase of Sunrise Advisors marks the first local acquisition for the Kansas-based firm

Advisers shouldn't be afraid to outsource portfolio management
RIAS PRACTICE MANAGEMENT JUN 23, 2020
Advisers shouldn't be afraid to outsource portfolio management

WisdomTree research shows that clients are much more comfortable with the practice if it’s presented to them in the right way

Why the Fed pays ETF trading commissions when small investors don't
INVESTING ETFS JUN 22, 2020
Why the Fed pays ETF trading commissions when small investors don't

There's more to the so-called free trades than meets the eye

Outlook for the economy remains cloudy
INVESTING EQUITIES JUN 21, 2020
Outlook for the economy remains cloudy

Massive stimulus efforts may not be enough to overcome the challenges posed by high unemployment, damage to small businesses

Panic selling gives way to fear of missing out
RIAS RIA NEWS JUN 21, 2020
Panic selling gives way to fear of missing out

Experts debate the effects of the stimulus spending and Fed rescue efforts on the future of the economy

Wells Fargo sells $3 billion alternatives platform to iCapital
INVESTING ALTERNATIVES JUN 18, 2020
Wells Fargo sells $3 billion alternatives platform to iCapital

Following an industry trend, the bank will leverage iCapital's technology to offer a white-label platform to clients

What financial services is learning from 2020 hindsight
RIAS RIA NEWS JUN 17, 2020
What financial services is learning from 2020 hindsight

Advisers may need to rethink risk tolerance with a market that appears out of sync

Bond funds see record $74B in net flows in May
INVESTING MUTUAL FUNDS JUN 17, 2020
Bond funds see record $74B in net flows in May

Equity funds suffered net outflows, according to Morningstar