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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China does everything wrong in efforts to reverse stock market slide
INVESTING EMERGING MARKETS JUL 08, 2015
China does everything wrong in efforts to reverse stock market slide

<i>Breakfast with Benjamin</i>: China gets low marks for how it's trying to save its equity markets by preventing the sale of stocks.

Banks are cutting broker-dealer units from their 'living wills'
INVESTING EQUITIES JUL 07, 2015
Banks are cutting broker-dealer units from their 'living wills'

<i>Breakfast with Benjamin</i>: The nation's biggest banks, like JPMorgan Chase, are lumping their broker-dealer units in with other 'non-essential' operations.

Which group is more risk averse, financial advisers or their clients?
NEWS RIAS JUL 07, 2015
Which group is more risk averse, financial advisers or their clients?

<i>Breakfast with Benjamin</i>: Which group is more nervous about the state of the markets? Advisers often misread their own tolerance for risk.

Short sales are stacking up and the bears are starting to show some teeth
INVESTING EQUITIES JUL 06, 2015
Short sales are stacking up and the bears are starting to show some teeth

<i>Breakfast with Benjamin</i>: The market bears are getting bolder as they start to come out from a long hibernation, which doesn't really bode well for the bulls.

NEWS INDUSTRY NEWS JUL 06, 2015
What lies ahead for investors in the second half of the year

Six investment experts discuss what investors should expect from the markets.

INVESTING EQUITIES JUL 06, 2015
The Fed has painted itself into a corner, and is only trying to manage expectations

<i>Breakfast with Benjamin:</i> An economist says Janet Yellen and the Fed are too chicken to raise rates, but at the same time the FOMC is trying to reassure markets that rate hikes will be slow and deliberate.

Greeks vote 'no' and everybody loses
NEWS RIAS JUL 03, 2015
Greeks vote 'no' and everybody loses

<i>Breakfast with Benjamin</i>: Greek voters opt for a collision course with the European Union over austerity. Go figure.

Morningstar unveils active vs. passive performance comparison tool
INVESTING MUTUAL FUNDS JUL 02, 2015
Morningstar unveils active vs. passive performance comparison tool

At its annual conference, Morningstar rolls out the Active/Passive Barometer, a tool that compares the performance of actively managed mutual funds net of fees to comparable passive products.

Bond math is about to inflict some real pain on fixed-income investors
YOUR PRACTICE PRACTICE MANAGEMENT JUL 01, 2015
Bond math is about to inflict some real pain on fixed-income investors

<i>Breakfast with Benjamin</i>: Fixed-income investors are starting to feel the painful realities of bond math.

Pimco executives say they've adapted to life after Bill Gross
INVESTING FIXED INCOME JUL 01, 2015
Pimco executives say they've adapted to life after Bill Gross

Douglas Hodge and Daniel Ivascyn highlight Pimco's new areas of focus while speaking at the Morningstar Investment Conference.