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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When talking to clients about alternative investments, keep it simple: experts
INVESTING ALTERNATIVES NOV 22, 2016
When talking to clients about alternative investments, keep it simple: experts

Also remind clients that performance is “manager-dependent instead of market-dependent,” says Blackstone's Avi Sharon.

Advisers should embrace goals-based investing, says Tangent Capital's Bob Rice
NEWS INDUSTRY NEWS NOV 22, 2016
Advisers should embrace goals-based investing, says Tangent Capital's Bob Rice

The firm's chief investment strategist says traditional investing strategies like the 60-40 portfolio are outdated and risky.

NEWS RIAS NOV 17, 2016
Ed Jones adviser predicted Trump's electoral vote tally — two weeks before the election

Broker won Wall Street Journal contest with his estimate of 306 votes for the Donald.

YOUR PRACTICE PRACTICE MANAGEMENT NOV 17, 2016
JPMorgan settles China hiring charges for $264 million

Plus: The Fed hints yet again, Wunderlich Securities brings in $500M, and Credit Suisse shutters leveraged/inverse oil ETNs

Morningstar to create new style box for liquid alt funds
INVESTING EQUITIES NOV 17, 2016
Morningstar to create new style box for liquid alt funds

It will help advisers and investors measure correlation and volatility of past returns.

NEWS INDUSTRY NEWS NOV 16, 2016
The idea of a President-elect Trump has sent the global bond market into a tizzy

Plus: ETF investors fueled last week's rally, which industries will do what under President Trump, and United Airlines sets a new low for air-travel inconvenience

INVESTING EQUITIES NOV 10, 2016
Making sense of the stock market's post-election run

Plus: Industrial stocks ride infrastructure-spending hopes, Warren Buffett makes nice with Donald Trump, and suddenly it's the Democratic party that might not survive in tact

SEC uses F-Squared saga to drive home due diligence message
NEWS RIAS NOV 10, 2016
SEC uses F-Squared saga to drive home due diligence message

Telling advisers to never assume enough is enough when it comes to research.

Advisers brace for the transition toward a President Trump
INVESTING EQUITIES NOV 10, 2016
Advisers brace for the transition toward a President Trump

Republican power balance puts DOL rule into question

INVESTING FIXED INCOME NOV 09, 2016
The Federal Reserve meets Donald Trump

Plus: The Obama administration fast-tracks banking regs, active managers feel pain in the bottom line, and embracing a little humility