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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Give us a break, active managers say
RIA NEWS JUN 22, 2019
Give us a break, active managers say

Seven portfolio managers share their outlooks for the rest of the year, generally agreeing that it's been hard for active managers to stand out.

Fed signal sends advisers into fixed-income scramble
RIA NEWS JUN 21, 2019
Fed signal sends advisers into fixed-income scramble

Prospect of the first interest-rate cut in 10 years has some advisers fearing recession.

Weatherbie team turns Alger fund into a top performer
MUTUAL FUNDS JUN 20, 2019
Weatherbie team turns Alger fund into a top performer

Portfolio manager Joshua Bennett tells InvestmentNews how the 'Weatherbie 50' helped the Alger SMid Cap Focus Fund find its groove.

DoubleLine CEO Gundlach sees golden opportunity to hedge market risk
RIA NEWS JUN 19, 2019
DoubleLine CEO Gundlach sees golden opportunity to hedge market risk

Slowing economy and a nervous Fed have advisers rethinking the controversial metal.

Tapping into the anomaly of low-volatility investing
RIA NEWS JUN 18, 2019
Tapping into the anomaly of low-volatility investing

Such strategies challenge the principles of risk and reward.

RIA takes a bigger piece of the pro athlete market
RIA NEWS JUN 17, 2019
RIA takes a bigger piece of the pro athlete market

MAI Capital Management's purchase of MTX leads to rebranding plan focused on serving athletes.

Finra bars former Cetera broker
RIA NEWS JUN 17, 2019
Finra bars former Cetera broker

Veteran broker accumulated 34 disclosures over 21 years in the industry.

You don't need to know sign language to work with deaf clients, but it helps
RIA NEWS JUN 14, 2019
You don't need to know sign language to work with deaf clients, but it helps

Advisers talk about their experiences working with clients in this underserved niche.

Fidelity custody business hooks up with lender to finance RIAs
RIA NEWS JUN 10, 2019
Fidelity custody business hooks up with lender to finance RIAs

The custodian's RIA clients will get discounted origination fees as part of the alliance with Merchant Investment Management

RIA with $15 billion in AUM appoints first female president
RIA NEWS JUN 10, 2019
RIA with $15 billion in AUM appoints first female president

Wendy Hartman also joins the board of Buckingham Strategic Wealth, a firm that already has women in 40% of client-facing roles.