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
INVESTING ETFS APR 18, 2011
Look before leaping into commodity ETFs

As much of the world frantically adjusts to rising commodities prices, this might seem like a good time to jump into one of the many commodity-based exchange-traded funds introduced over the past several years

INVESTING MUTUAL FUNDS APR 10, 2011
Guess what? Buy-and-hold works

If an investor can hang on during short-term periods of underperformance, it turns out the old buy-and-hold argument for well-managed mutual funds may be right after all. That's one of the key take-aways of research conducted by Robert W. Baird & Co. Inc.

NEWS INDUSTRY NEWS MAR 30, 2011
Market rise stung by oil price spike

Escalating political unrest in Libya proved to be the tipping point last week for a U.S. stock market that might have been looking for an excuse to pull back from an extended rally.

INVESTING EMERGING MARKETS MAR 30, 2011
Investors calm as Egypt erupts

With volatility in the financial markets creeping up last week in the wake of the unrest in Egypt, this is not a time for knee-jerk investment decisions, according to money managers and market analysts

INVESTING ALTERNATIVES MAR 29, 2011
Real estate momentum building, analyst says

Yablon sees fundamental recovery in property markets around the world

NEWS INDUSTRY NEWS MAR 27, 2011
Bucket strategies provide a pot of 'safe money'

Using bucket strategies to manage clients' retirement income has become more popular in recent years and the reason is pretty simple: Dividing a client's portfolio into separate pools, or buckets, each with varying investment objectives, works

Finally, mutual funds see net inflows
INVESTING MUTUAL FUNDS MAR 25, 2011
Finally, mutual funds see net inflows

First time in six weeks more cash came in than went out; hybrids led the way

This just in: Clients easily distracted by news, missing bigger picture
NEWS INDUSTRY NEWS MAR 24, 2011
This just in: Clients easily distracted by news, missing bigger picture

A report by Russell Investments reveals that clients are way too focused on short-term events and global news. This does not make an adviser's job any easier.

NEWS RIAS MAR 24, 2011
Are your wealthy clients cheating on you?

Reluctant to entrust their financial assets to any one financial adviser, the nation's top tier of investors is spreading its wealth. In fact, new research shows that well over half of wealthy clients now work with at least five advisers.

Japan quake to trigger global sell-off?
INVESTING EMERGING MARKETS MAR 24, 2011
Japan quake to trigger global sell-off?

Money managers are divided on whether the tragedy in Japan marks the end of the global bull run — or the start of a new buying opportunity