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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Brexit vote whipsaws markets, tests financial advisers' resolve
EQUITIES JUN 27, 2016
Brexit vote whipsaws markets, tests financial advisers' resolve

The fallout from Britain's shocking vote could last at least two years. Meanwhile, advisers told their clients to <a href=&quot;http://www.investmentnews.com/article/20160624/FREE/160629940/financial-advisers-reach-out-to-clients-as-stocks-plunge-in-brexit&quot;>keep calm and carry on</a> as stock markets tumbled, creating a buying opportunity.

Carlyle Group, KKR and other private equity firms target individual investors with interval funds
ALTERNATIVES JUN 27, 2016
Carlyle Group, KKR and other private equity firms target individual investors with interval funds

Weighing the pros and cons of the new registered fund

EQUITIES JUN 24, 2016
SEC going after advisers for reverse churning

<i>Breakfast with Benjamin</i> The commission is specifically looking at why some clients are in advisory accounts versus brokerage accounts.

RIA NEWS JUN 24, 2016
Take 5: Franklin Templeton's Michael Hasenstab says fixed-income yields 'artificially distorted'

Five candid responses on the Fed, interest rates, the Brexit vote, the fate of bonds and summiting Mount Everest.

Franklin Templeton's Hasenstab kicks off Morningstar with nod to emerging markets
EQUITIES JUN 24, 2016
Franklin Templeton's Hasenstab kicks off Morningstar with nod to emerging markets

Uncovering value in unloved economies.

EQUITIES JUN 24, 2016
Wall Street's fear index rises as global markets face unrest

<i>Breakfast with Benjamin</i> As the Brexit vote approaches and markets face global uncertainties, the CBOE Market Volatility Index climbs above a symbolic threshold.

EQUITIES JUN 23, 2016
If all else fails, blame the sluggish economy on demographics

Plus: European activists hedge funds are nicer, Soros gets it all wrong, and crowdfunding for dummies

EMERGING MARKETS JUN 22, 2016
The high risks facing a low-yield world

Plus: How well do you know your non-traditional bond fund, debunking dividend myths, and looking like a million bucks for less

INDEPENDENT BROKER DEALERS JUN 21, 2016
Royal Alliance lawyers capitalize on Finra's broken BrokerCheck

Plus: Soros fights Brexit with scare tactics, what the Queen thinks about the Brexit vote, the smart-beta evolution, and alternative retirement lifestyles

EQUITIES JUN 20, 2016
Morningstar brings smart beta into the active-passive debate

<i>Breakfast with Benjamin</i> Morningstar reshuffles the deck in the active-passive debate, expanding the framework to fold in strategic beta.