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
Displaying 3582 results
Vanguard: Fed rate cut a 'high-risk bet'
EQUITIES MAR 03, 2020
Vanguard: Fed rate cut a 'high-risk bet'

The fund manager's chief economist called the decision 'premature' should conditions deteriorate further

SEC puts misleading fund names in its crosshairs
MUTUAL FUNDS MAR 03, 2020
SEC puts misleading fund names in its crosshairs

The regulator seeks public feedback on its naming rules to better protect investors

David Canter says Fidelity is ready to compete with a Schwab-TD combo
RIA NEWS MAR 03, 2020
David Canter says Fidelity is ready to compete with a Schwab-TD combo

The head of Fidelity's RIA business warns against underestimating the big private company's breadth and depth

Don’t panic! There’ve been 13 bull and bear markets since WWII
RIA NEWS FEB 28, 2020
Don’t panic! There’ve been 13 bull and bear markets since WWII

Over the last eight decades, the average bull market lasting 1,630 days and the average bear lasting 419 days

Market dive puts advisers on the offensive
PRACTICE MANAGEMENT FEB 28, 2020
Market dive puts advisers on the offensive

Beyond just hand-holding, they provide clients with perspective and advise them to buy low

Morgan Stanley's well-timed purchase gives ETrade new life
WIREHOUSES FEB 20, 2020
Morgan Stanley's well-timed purchase gives ETrade new life

RIAs that work with ETrade are in limbo for now as the big bank concentrates on wallet share and ETrade's stock purchase plan business

Morgan Stanley is buying ETrade for $13 billion
WIREHOUSES FEB 20, 2020
Morgan Stanley is buying ETrade for $13 billion

The all-stock deal will reshape the wealth management landscape

Franklin-Legg Mason combo could produce nontransparent ETF powerhouse
ETFS FEB 19, 2020
Franklin-Legg Mason combo could produce nontransparent ETF powerhouse

Will a majority stake in Precidian Investments put the merged firms on the ETF map?

Robertson Stephens expands its West Coast footprint
RIA NEWS FEB 19, 2020
Robertson Stephens expands its West Coast footprint

Its acquisition of Vine Street Wealth Management boosts the RIA's assets to more than $1.3 billion

Focus Financial acquires Australian advisory firm
RIA NEWS FEB 18, 2020
Focus Financial acquires Australian advisory firm

Melbourne-based Mediq specializes in working with members of the medical profession