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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Fidelity rolls out three semitransparent ETFs
EQUITIES JUN 04, 2020
Fidelity rolls out three semitransparent ETFs

The new funds showcase the firm's proxy basket technology

May was the month for mid-cap stocks
RIA NEWS JUN 01, 2020
May was the month for mid-cap stocks

Mid-sized companies have now rallied 31% since the stock market bottom in March

Battle lines drawn over RIAs taking PPP loans
RIA NEWS MAY 29, 2020
Battle lines drawn over RIAs taking PPP loans

Critics challenge the morality of fee-based advisers taking government bailout money

Legg Mason affiliate launches semitransparent ETF
MUTUAL FUNDS MAY 28, 2020
Legg Mason affiliate launches semitransparent ETF

ClearBridge becomes the second asset manager to employ the unique new wrapper

COVID-19 amplifies winners and losers in private real estate
ALTERNATIVES MAY 27, 2020
COVID-19 amplifies winners and losers in private real estate

Retail takes a big hit, but the outlook for office space is more nuanced

Daniel Wiener shames fee-based advisers for taking COVID-19 stimulus money
RIA NEWS MAY 26, 2020
Daniel Wiener shames fee-based advisers for taking COVID-19 stimulus money

The Adviser Investments chairman says RIAs taking handouts are either weak business managers or simply immoral

The race to embrace fintech
FINTECH MAY 23, 2020
The race to embrace fintech

Independent advisory firms that have long embraced the advantages and advancements in technology are realizing a smoother transition to various forms of virtual communication

Morningstar opts for virtual annual conference
FINTECH MAY 18, 2020
Morningstar opts for virtual annual conference

The annual June gathering in Chicago moves to September in a digital format

Despite market rebound, equity funds saw net outflows in April
EQUITIES MAY 18, 2020
Despite market rebound, equity funds saw net outflows in April

While stocks are still out of favor, taxable bond funds are gaining appeal, according to Morningstar

ESG investing becomes the darling of a COVID-19 world
RIA NEWS MAY 13, 2020
ESG investing becomes the darling of a COVID-19 world

Strong relative performance during the latest test of market turmoil is moving ESG closer to the mainstream