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 3579 results
10 updated 2020 predictions from Bob Doll
NEWS INDUSTRY NEWS APR 01, 2020
10 updated 2020 predictions from Bob Doll

Nuveen’s chief equity strategist Bob Doll has revised his closely watched list of forecasts in response to the pandemic.

Advisers needed as Congress paves the way for selling low
RETIREMENT RETIREMENT PLANNING MAR 31, 2020
Advisers needed as Congress paves the way for selling low

Unless clients are in dire circumstances, tapping retirement assets now is a losing strategy

Should fee-based advisers take stimulus loans?
NEWS RIAS MAR 30, 2020
Should fee-based advisers take stimulus loans?

The forgivable SBA loans could save some small businesses, or help support the bottom line of fee-based advisers

Stimulus package could bring investors back into the markets
NEWS INDUSTRY NEWS MAR 26, 2020
Stimulus package could bring investors back into the markets

As markets find footing, investors have fled stocks and bonds

Wild markets set stage for winner-take-all trading competition
NEWS INDUSTRY NEWS MAR 26, 2020
Wild markets set stage for winner-take-all trading competition

The three-day event bets viewers will pay to watch traders win big and lose big

Advice firms will move more workers home
YOUR PRACTICE PRACTICE MANAGEMENT MAR 25, 2020
Advice firms will move more workers home

As businesses adapt to getting things done during the pandemic, the future of work looks more remote than ever

Fund merger puts Vanguard investors into higher-priced version
INVESTING MUTUAL FUNDS MAR 23, 2020
Fund merger puts Vanguard investors into higher-priced version

Asset manager consolidates two actively managed funds to better compete with index products

Bear market puts active management back in the spotlight
NEWS INDUSTRY NEWS MAR 20, 2020
Bear market puts active management back in the spotlight

After mixed early reviews, active funds may be able to find opportunity in declining markets

Advisers get bullish in a bear market
NEWS INDUSTRY NEWS MAR 19, 2020
Advisers get bullish in a bear market

With equities down 30%, some say it's getting too cheap to stay on the sidelines

How the COVID-19 sell-off compares with previous market slides
YOUR PRACTICE PRACTICE MANAGEMENT MAR 17, 2020
How the COVID-19 sell-off compares with previous market slides

While a global pandemic is scary, advisers say it may be easier for clients to understand than the financial complexities that drove the 2008 crisis