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Jeff Benjamin

Senior Columnist, Registered Investment Advisers

Jeff Benjaminhttps://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=JBENJAMIN&maxw=220&cci_ts=20190418112702

Jeff Benjamin writes InvestmentNews’ bi-weekly On Investing column. He also writes stories related to investments, the economy and the markets. An avid golfer and fisherman, Jeff is a self-professed investment nerd "just trying to make a difference and get paid for it."

Recent Articles


Morgan Stanley rides wealth management train to solid first quarter

Apr 17, 2019

Chairman and CEO James Gorman expresses excitement about expanding into workplace plans with purchase of Solium


Thirst for diversification leads more advisers to interval funds

Apr 16, 2019

They're trading liquidity for access to asset classes normally out of reach for retail investors


RIA succession plan takes the long view

Apr 15, 2019

The transfer of ownership over 22 years leverages company shares as an employee reward-and-retention tool


Who benefits the most from non-transparent ETFs?

Apr 12, 2019

Look past the opaqueness of the portfolio and think of them as better than mutual funds


CFP Board's women mentoring program falls short of some expectations

Apr 11, 2019

Critics say the program lacks structure and is too narrowly focused on passing the CFP exam


You won't believe how some advisers are hedging market risk

Apr 11, 2019

As the risk of a recession and market pullback mounts, some advisers taking risk completely off the table


Alternative strategies earn their keep over six months of market extremes

Apr 3, 2019

The key is looking beyond broad category averages to focus on portfolio managers and the investment process


How mid-cap growth funds owned the first quarter

Apr 2, 2019

Investors who stayed put during the fourth-quarter market meltdown were rewarded by mid-cap managers


Cerity Partners buys Blue Prairie Group to create $21 billion advisory firm

Apr 2, 2019

Acquiring Blue Prairie's retirement plan business gives Cerity Partners an 'end-to-end' solution


Latest price-war salvo pegs fees to low-risk performance

Mar 28, 2019

Dallas-based asset manager road tests a fee model that might be too complex for some investors to grasp

View all stories by Jeff »


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