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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BlackRock to co-manage high-yielding alternative income fund
INVESTING ALTERNATIVES FEB 18, 2020
BlackRock to co-manage high-yielding alternative income fund

YieldStreet Prism Fund gives individual investors direct access to BlackRock's institutional expertise

How to spot greenwashing
YOUR PRACTICE PRACTICE MANAGEMENT FEB 17, 2020
How to spot greenwashing

Best practices to check out ESG criteria

BlackRock learns it ain't always easy being green
NEWS INDUSTRY NEWS FEB 15, 2020
BlackRock learns it ain't always easy being green

New reports show how even the world's largest asset manager at more than $7.8 trillion and one of the most vocal proponents of environmental, social and corporate governance causes can be guilty of greenwashing.

American Century lifts the curtain on nontransparent ETFs
INVESTING ETFS FEB 14, 2020
American Century lifts the curtain on nontransparent ETFs

The asset manager has high hopes for the first two ETFs it's preparing to launch with the unique new wrapper

Fidelity forced to play defense against Schwab's custody pledge
NEWS INDUSTRY NEWS FEB 14, 2020
Fidelity forced to play defense against Schwab's custody pledge

Custodian gets called out at the worst possible moment for imposing fees on RIAs that don't use its cash sweep accounts

Arb case pits Morgan Stanley against NFL rusher Adrian Peterson
NEWS WIREHOUSES FEB 13, 2020
Arb case pits Morgan Stanley against NFL rusher Adrian Peterson

The potential Hall of Famer claims his broker gave him misleading investment advice

Schwab pledges to play nice with smaller RIAs
NEWS INDUSTRY NEWS FEB 12, 2020
Schwab pledges to play nice with smaller RIAs

Ahead of its planned merger with TD, Schwab says it's committed to working with independent advisers

Financial advisers feeling immune to economic risks of coronavirus
YOUR PRACTICE PRACTICE MANAGEMENT FEB 12, 2020
Financial advisers feeling immune to economic risks of coronavirus

The stock market has shrugged off the mysterious virus even as it spread to more than three dozen countries, killing more than 1,100

Former chief compliance officer guilty of aiding and abetting fraud
NEWS INDUSTRY NEWS FEB 11, 2020
Former chief compliance officer guilty of aiding and abetting fraud

His Northbrook, Ill.-based RIA misappropriated client assets while layering on fees

The strategy behind Creative Planning's private equity deal
NEWS INDUSTRY NEWS FEB 11, 2020
The strategy behind Creative Planning's private equity deal

CEO Peter Mallouk says he's building a cash reserve as a defensive play