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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Strongest RIAs managed for growth during the financial crisis: TD study
RIAS RIA NEWS APR 30, 2020
Strongest RIAs managed for growth during the financial crisis: TD study

The owners of standout firms took pay cuts, but kept investing in the business

SoFi waives ETF fees for a second year
INVESTING ETFS APR 29, 2020
SoFi waives ETF fees for a second year

The digital finance platform banks on zero-fee bait to attract young consumers

Schwab to set the bar high with virtual Impact conference
ADVISOR NEWS FINTECH APR 29, 2020
Schwab to set the bar high with virtual Impact conference

Advisers still want to network, but are asking for a price break on the cost of admission

Dividend income is a new minefield for financial advisers
INVESTING EQUITIES APR 27, 2020
Dividend income is a new minefield for financial advisers

Companies are cutting payments to shareholders at a rate not seen since 2009

Thrivent Financial ups efforts to put customers ahead of products
INVESTING LIFE INSURANCE AND ANNUITIES APR 24, 2020
Thrivent Financial ups efforts to put customers ahead of products

The new chief commercial officer position signals a focus on holistic planning

Pandemic fallout sends consumers racing toward financial planners
RIAS PRACTICE MANAGEMENT APR 23, 2020
Pandemic fallout sends consumers racing toward financial planners

Lockdown gives consumers and DIY investors time for financial spring cleaning

Advisers should look before leaping into stimulus debt programs
ADVISOR NEWS OPINION APR 22, 2020
Advisers should look before leaping into stimulus debt programs

Unless it's a matter of business survival, the strings attached to the loans might prove even more costly

Morningstar bulks up ESG research with buyout of Sustainalytics
RIAS RIA NEWS APR 21, 2020
Morningstar bulks up ESG research with buyout of Sustainalytics

Acquiring the entirety of the Dutch analytics firm opens up global ESG opportunities

Fidelity cuts fees for long-term investors
INVESTING MUTUAL FUNDS APR 21, 2020
Fidelity cuts fees for long-term investors

New thematic funds offer expense ratios that drop over time

As pandemic rages on, ESG funds shine brightly
RIAS RIA NEWS APR 19, 2020
As pandemic rages on, ESG funds shine brightly

Outperforming the broader market yet again during a sudden downturn, ESG strategies are emerging as the new standard upon which to gauge a company’s ability to withstand risk