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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Looking under the hood of an ESG-focused high-yield bond fund
NEWS INDUSTRY NEWS NOV 18, 2019
Looking under the hood of an ESG-focused high-yield bond fund

Portfolio manager Tim Leary admits it isn't always easy being green

Mariner Wealth Advisors gets into the cash management business
NEWS INDUSTRY NEWS NOV 14, 2019
Mariner Wealth Advisors gets into the cash management business

As cash stockpiles mount, the $31 billion RIA builds a portal to increasing wallet share.

Making a 60/40 portfolio work when bond yields are low
YOUR PRACTICE PRACTICE MANAGEMENT NOV 13, 2019
Making a 60/40 portfolio work when bond yields are low

Advisers get creative with alternatives to traditional fixed income, but say portfolios still need ballast.

Northern Trust's Shundrawn Thomas walks the talk on diversity in financial services
NEWS INDUSTRY NEWS NOV 12, 2019
Northern Trust's Shundrawn Thomas walks the talk on diversity in financial services

A role model and a mentor who believes in paying it forward and back.

Shifting to value stocks just in the nick of time
NEWS INDUSTRY NEWS NOV 11, 2019
Shifting to value stocks just in the nick of time

Signals are flashing that growth stocks are giving way to value strategies

Former TCA by ETrade exec lands as CEO of fast-growing RIA
NEWS RIAS NOV 08, 2019
Former TCA by ETrade exec lands as CEO of fast-growing RIA

Josh Pace is joining Connecticut-based Apella Capital, which already has a handful of deals under its belt

Turns out military-friendly companies are also good investments
NEWS INDUSTRY NEWS NOV 08, 2019
Turns out military-friendly companies are also good investments

VETS ETF crushes the competition with a 33% gain this year.

Controversial adviser Ed Butowsky launches broker-dealer aimed at smaller breakaways
NEWS INDUSTRY NEWS NOV 07, 2019
Controversial adviser Ed Butowsky launches broker-dealer aimed at smaller breakaways

Rolling out the red carpet for wirehouse reps managing $75 million to $200 million.

Nationwide gives wholesalers the heave-ho
NEWS INDUSTRY NEWS OCT 31, 2019
Nationwide gives wholesalers the heave-ho

The $65 billion asset management firm is bypassing financial advisers to focus on outsourced model portfolio platforms.

NEWS INDUSTRY NEWS OCT 31, 2019
Nationwide gives wholesalers the heave-ho

The $65 billion asset management firm is bypassing financial advisers to focus on outsourced model portfolio platforms.