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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ESG funds ride 'perfect storm' to record inflows
RIA NEWS JAN 14, 2020
ESG funds ride 'perfect storm' to record inflows

Morningstar reports ESG fund flows in 2019 were nearly four times higher than 2018 levels

M&A in the RIA space rides to another record year
RIA NEWS JAN 13, 2020
M&A in the RIA space rides to another record year

Access to capital and a flood of quality buyers are seen driving the trend

Time to check under the hood of that index fund
EQUITIES JAN 10, 2020
Time to check under the hood of that index fund

Here's one more reason to avoid picking a fund based on past performance

Brand-name loyalty is not always the best investment strategy
MUTUAL FUNDS JAN 10, 2020
Brand-name loyalty is not always the best investment strategy

Advisers are too focused on the largest and most popular fund companies, according to Cerulli research

Price of gold speaks volumes about geopolitical fears
RIA NEWS JAN 08, 2020
Price of gold speaks volumes about geopolitical fears

Like the equity markets, gold treats Iran like a nothing-burger

Chicago-area RIAs combine to create $8 billion advisory firm
RIA NEWS JAN 08, 2020
Chicago-area RIAs combine to create $8 billion advisory firm

Savant Capital Management is acquiring Huber Financial Advisors

Bob Doll’s 10 predictions for 2020
EQUITIES JAN 07, 2020
Bob Doll’s 10 predictions for 2020

Nuveen’s chief equity strategist is heading into 2020 with a generally bullish outlook

Like the markets, advisers largely shrug off Iran threat
EQUITIES JAN 07, 2020
Like the markets, advisers largely shrug off Iran threat

Financial markets appear to be separating geopolitics from economics for the time being

Private equity money finds new entry point to wealth management
ALTERNATIVES JAN 06, 2020
Private equity money finds new entry point to wealth management

PR firm Gregory FCA sells minority stake to private equity investors

How long can the good times last?
FIXED INCOME JAN 03, 2020
How long can the good times last?

Mohamed El-Erian does not see a recession coming this year, but he’s moving more of his personal portfolio into cash