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
Looking under the hood of an ESG-focused high-yield bond fund
RIA NEWS NOV 18, 2019
Looking under the hood of an ESG-focused high-yield bond fund

Portfolio manager Tim Leary admits it isn't always easy being green

RIA consolidation could put $2.4 trillion in play over next decade
RIA NEWS NOV 18, 2019
RIA consolidation could put $2.4 trillion in play over next decade

Some argue the numbers are inflated because they don't factor in advisers 'dying with their boots on.'

Mariner Wealth Advisors gets into the cash management business
RIA NEWS NOV 14, 2019
Mariner Wealth Advisors gets into the cash management business

As cash stockpiles mount, the $31 billion RIA builds a portal to increasing wallet share.

Making a 60/40 portfolio work when bond yields are low
PRACTICE MANAGEMENT NOV 13, 2019
Making a 60/40 portfolio work when bond yields are low

Advisers get creative with alternatives to traditional fixed income, but say portfolios still need ballast.

Northern Trust's Shundrawn Thomas walks the talk on diversity in financial services
RIA NEWS NOV 12, 2019
Northern Trust's Shundrawn Thomas walks the talk on diversity in financial services

A role model and a mentor who believes in paying it forward and back.

Shifting to value stocks just in the nick of time
RIA NEWS NOV 11, 2019
Shifting to value stocks just in the nick of time

Signals are flashing that growth stocks are giving way to value strategies

Former TCA by ETrade exec lands as CEO of fast-growing RIA
RIA NEWS NOV 08, 2019
Former TCA by ETrade exec lands as CEO of fast-growing RIA

Josh Pace is joining Connecticut-based Apella Capital, which already has a handful of deals under its belt

Turns out military-friendly companies are also good investments
RIA NEWS NOV 08, 2019
Turns out military-friendly companies are also good investments

VETS ETF crushes the competition with a 33% gain this year.

Controversial adviser Ed Butowsky launches broker-dealer aimed at smaller breakaways
RIA NEWS NOV 07, 2019
Controversial adviser Ed Butowsky launches broker-dealer aimed at smaller breakaways

Rolling out the red carpet for wirehouse reps managing $75 million to $200 million.

Nationwide gives wholesalers the heave-ho
RIA NEWS OCT 31, 2019
Nationwide gives wholesalers the heave-ho

The $65 billion asset management firm is bypassing financial advisers to focus on outsourced model portfolio platforms.