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 3581 results
DoubleLine's Shiller CAPE fund beating rivals while adding smart alpha to smart beta
INVESTING EQUITIES APR 20, 2015
DoubleLine's Shiller CAPE fund beating rivals while adding smart alpha to smart beta

Fixed-income foundation pushed fund to the top of the large-value category.

Morgan Stanley CEO James Gorman rakes in the big bucks
INVESTING EQUITIES APR 20, 2015
Morgan Stanley CEO James Gorman rakes in the big bucks

<i>Breakfast with Benjamin</i>: A 25% pay raise to $22.5 million means it's good to be Morgan Stanley CEO James Gorman.

INVESTING FIXED INCOME APR 19, 2015
How to avoid the 'grit your teeth and bear it' bond strategy

Guggenheim launches new salvo in bond laddering method of investing for a rising rate environment with a few wrinkles.

State Street gets the cold shoulder from financial advisers
NEWS RIAS APR 19, 2015
State Street gets the cold shoulder from financial advisers

<i>Breakfast with Benjamin</i>: State Street gets poor marks from financial advisers, despite dedicated efforts to mend fences and build new relationships.

If you tread at all into the energy sector, tread lightly
INVESTING EQUITIES APR 19, 2015
If you tread at all into the energy sector, tread lightly

It has become the ultimate stock-pickers market

CEOs are passing the buck to the strength of the buck
INVESTING EQUITIES APR 17, 2015
CEOs are passing the buck to the strength of the buck

<i>Breakfast with Benjamin</i>: No longer blaming earnings shortfalls on the weather, CEOs are now passing the buck to the strong dollar.

BlackRock shrinks money market lineup, affecting $200B in assets
INVESTING EQUITIES APR 17, 2015
BlackRock shrinks money market lineup, affecting $200B in assets

<i>Breakfast with Benjamin</i>: The firm is closing or consolidating 20 money market funds with $200 billion in assets.

Best bull market in history?
NEWS INDUSTRY NEWS APR 16, 2015
Best bull market in history?

Top strategist Bob Doll looks at first quarter for clues to continuing boom

NEWS INDUSTRY NEWS APR 15, 2015
Warren Buffett riding high in Omaha

<i>Breakfast with Benjamin:</i> Berkshire Hathaway's 50th annual meeting with Warren Buffett at the helm is in the books. Here are all the juicy bits, plus how the giant company fared in the first quarter.

Bracing for the Greek exit
INVESTING EQUITIES APR 15, 2015
Bracing for the Greek exit

<i>Breakfast with Benjamin</i>: Now might be a good time to start bracing for a Greek default, as the probability has never been as high.