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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How advisers around the world are navigating the pandemic
RIA NEWS APR 08, 2020
How advisers around the world are navigating the pandemic

The views from Hong Kong and Italy can shed light on strategies in the U.S.

American Century puts nontransparent ETFs on the map
MUTUAL FUNDS APR 02, 2020
American Century puts nontransparent ETFs on the map

The asset manager launches the first two such funds; says it expects the active strategies to shine amid the crisis

Financial planning evolves beyond investments in a COVID-19 world
RIA NEWS APR 01, 2020
Financial planning evolves beyond investments in a COVID-19 world

From working remotely to minding mental wellness, advisers adapt to the new normal

10 updated 2020 predictions from Bob Doll
RIA NEWS APR 01, 2020
10 updated 2020 predictions from Bob Doll

Nuveen’s chief equity strategist Bob Doll has revised his closely watched list of forecasts in response to the pandemic.

Advisers needed as Congress paves the way for selling low
RETIREMENT PLANNING MAR 31, 2020
Advisers needed as Congress paves the way for selling low

Unless clients are in dire circumstances, tapping retirement assets now is a losing strategy

Should fee-based advisers take stimulus loans?
RIA NEWS MAR 30, 2020
Should fee-based advisers take stimulus loans?

The forgivable SBA loans could save some small businesses, or help support the bottom line of fee-based advisers

Stimulus package could bring investors back into the markets
RIA NEWS MAR 26, 2020
Stimulus package could bring investors back into the markets

As markets find footing, investors have fled stocks and bonds

Wild markets set stage for winner-take-all trading competition
RIA NEWS MAR 26, 2020
Wild markets set stage for winner-take-all trading competition

The three-day event bets viewers will pay to watch traders win big and lose big

Advice firms will move more workers home
PRACTICE MANAGEMENT MAR 25, 2020
Advice firms will move more workers home

As businesses adapt to getting things done during the pandemic, the future of work looks more remote than ever

Fund merger puts Vanguard investors into higher-priced version
MUTUAL FUNDS MAR 23, 2020
Fund merger puts Vanguard investors into higher-priced version

Asset manager consolidates two actively managed funds to better compete with index products