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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Why past performance is a danger to advisers' futures
YOUR PRACTICE PRACTICE MANAGEMENT MAY 20, 2011
Why past performance is a danger to advisers' futures

History is unimportant in assessing clients' future investments, says UMass professor Thomas Schneeweis. What is important? Sussing out risk.

Does not correlate: Portfolio manager is short long-only portfolios
INVESTING ALTERNATIVES MAY 18, 2011
Does not correlate: Portfolio manager is short long-only portfolios

Traditional portfolio construction using just long-only stocks and bonds is yesterday's story and no longer enough to generate real diversification and sustained performance, said Ricardo Cortez, senior portfolio management specialist at Broadmark Asset Management LLC.

INVESTING ALTERNATIVES MAY 13, 2011
Alternative investments take the sting out of the market

Retirees need some equities exposure, but they also must hedge their bets

Boat's sailed on QE2 – and these three bond funds should gain
RETIREMENT RETIREMENT PLANNING MAY 13, 2011
Boat's sailed on QE2 – and these three bond funds should gain

The Fed Reserve's quantitative easing is finally about to end. S&P analyst Michael Souers says this could be a real a boost for Treasuries with less lengthy maturities. Retirees, take note.

YOUR PRACTICE PRACTICE MANAGEMENT MAY 11, 2011
Digital imaging could be next big thing in advice business

Digital imaging of clients in their golden years brings retirement needs into sharper focus, a researcher finds

FBI probe could be a buying opportunity: Platinum's Landesman
NEWS REGULATION AND LEGISLATION MAY 11, 2011
FBI probe could be a buying opportunity: Platinum's Landesman

Money managers are seeing some immediate fallout from the high-profile FBI raids of Wall Street firms in the past week — and that could create a buying opportunity.

NEWS INDUSTRY NEWS MAY 08, 2011
Facing the future: Digital imaging could be next big thing in advice business

A unique combination of psychology and technology might be just the ticket for getting investors to start taking their retirement savings more seriously

INVESTING EMERGING MARKETS MAY 05, 2011
Africa: A surprising continent of investment opportunity

Investors who are looking for diversification, higher-than-average growth and lower-than-average risk might want to consider one of the most overlooked investment areas on earth: Africa

Spooked investors flee to safety of — Treasuries?
INVESTING FIXED INCOME MAY 04, 2011
Spooked investors flee to safety of — Treasuries?

S&amp;P's dramatic announcement that it may downgrade the credit rating of U.S. government paper sparked massive buying of U.S. government paper. As JPMorgan Funds' David Kelly said: &quot;... you can't use [Treasuries] as a safe haven if the problem is Treasuries.&#8221; | <font color=blue><a href=http://www.investmentnews.com/article/20110418/FREE/110419928>'Shot across bow' could jolt lawmakers</a></font>

RETIREMENT RETIREMENT PLANNING MAY 03, 2011
Alternatives absent from company retirement plans

Making the case for alternative investments in a long-term, properly allocated portfolio is easy