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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Former brokers say breaking away to be RIA went better than they feared
NEWS RIAS JUL 02, 2019
Former brokers say breaking away to be RIA went better than they feared

TD Ameritrade Institutional survey predicts continuation of trend toward independence

Active managers putting pressure on index funds
INVESTING MUTUAL FUNDS JUL 01, 2019
Active managers putting pressure on index funds

Nearly half of all large-cap active funds are beating the benchmark this year.

Deutsche Bank to add 300 employees to wealth management ranks
NEWS INDUSTRY NEWS JUL 01, 2019
Deutsche Bank to add 300 employees to wealth management ranks

Announcement comes three years after bank offloaded its private client services unit to Raymond James.

American Century taps DFA vets for new factor-based business
INVESTING ALTERNATIVES JUN 26, 2019
American Century taps DFA vets for new factor-based business

Avantis Investors has an independent look, but has plenty of support from American Century

As AssetMark files for IPO, experts value TAMP at more than $1.2 billion
NEWS RIAS JUN 26, 2019
As AssetMark files for IPO, experts value TAMP at more than $1.2 billion

Turnkey asset management platform says it's seeking to raise $100 million in an initial public offering.

Advisers step up efforts to help clients manage student loan debt
NEWS RIAS JUN 25, 2019
Advisers step up efforts to help clients manage student loan debt

As some Democrats campaign to wipe the slate clean, financial planners focus on limiting the amount students borrow.

Should financial advisers be paying more attention to private equity?
INVESTING ALTERNATIVES JUN 24, 2019
Should financial advisers be paying more attention to private equity?

While Vanguard denies reports it is jumping into the space, there is appeal among some investors for noncorrelated fund options.

Give us a break, active managers say
NEWS INDUSTRY NEWS JUN 22, 2019
Give us a break, active managers say

Seven portfolio managers share their outlooks for the rest of the year, generally agreeing that it's been hard for active managers to stand out.

Fed signal sends advisers into fixed-income scramble
NEWS RIAS JUN 21, 2019
Fed signal sends advisers into fixed-income scramble

Prospect of the first interest-rate cut in 10 years has some advisers fearing recession.

Weatherbie team turns Alger fund into a top performer
INVESTING MUTUAL FUNDS JUN 20, 2019
Weatherbie team turns Alger fund into a top performer

Portfolio manager Joshua Bennett tells InvestmentNews how the 'Weatherbie 50' helped the Alger SMid Cap Focus Fund find its groove.