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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RIA NEWS JUL 07, 2011
Fastest growing firms? Not your father's fund company

The fastest growing mutual fund companies have one thing in common: They are anything but just plain-vanilla stock and bond asset management firms.

ETFs attract the right kind of crowd for advisers: Study
PRACTICE MANAGEMENT JUL 05, 2011
ETFs attract the right kind of crowd for advisers: Study

A compilation of research shows that exchange-traded-fund investors are wealthier, younger, and more engaged than their mutual fund counterparts -- in other words, practically perfect clients. So why aren't more advisers embracing ETFs?

MUTUAL FUNDS JUN 29, 2011
New dawn for Morningstar? Different ratings system due

RIA NEWS JUN 27, 2011
Nothing middling about performance of this midcap fund

Calvert Capital Accumulation Fund off to a good start this year

MUTUAL FUNDS JUN 24, 2011
Moody's wins praise for its tougher money fund ratings – but loses clients

Report indicates nearly 50 have bolted since firm has zeroed in on stability, liquidity of fund firms

Leaving the herd allowed this fund to exploit rallies
EQUITIES JUN 22, 2011
Leaving the herd allowed this fund to exploit rallies

A willingness to separate from the pack is key to successful global equity investing, according to David Fingold, manager of the Dynamic Discovery Fund.

Schwab's profit spikes, stock price doesn't
RIA NEWS JUN 16, 2011
Schwab's profit spikes, stock price doesn't

Brokerage sees dramatic jump in income and net new accounts; Wall Street yawns

New dawn for Morningstar? Firm launching different ratings system
MUTUAL FUNDS JUN 15, 2011
New dawn for Morningstar? Firm launching different ratings system

The influential firm plans to launch a different ratings system, one that will be forward-looking. And get this: only 20% of funds are likely to get a positive score under the new system.

Advisers holding their breath over possible correction
RIA NEWS JUN 15, 2011
Advisers holding their breath over possible correction

But some say latest economic data not as bad as it seems; market mispricing could be buying opportunity

MUTUAL FUNDS JUN 12, 2011
In picking funds, it pays to dig deep