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 3582 results
Robo platforms create a new headache for human advisers: wash sales
EQUITIES MAY 26, 2016
Robo platforms create a new headache for human advisers: wash sales

Most robos boast standard safeguards to prevent wash sales on accounts on the platforms, but can't guard against non-platform trading.

Marijuana startup MassRoots' plans to join Nasdaq go up in smoke
EQUITIES MAY 26, 2016
Marijuana startup MassRoots' plans to join Nasdaq go up in smoke

Nasdaq listing snub could set a precedent for marijuana stocks.

EQUITIES MAY 24, 2016
Steven Cohen wants a minor league system for portfolio managers

<i>Breakfast with Benjamin</i> The hedge funder is recruiting sophomores in an effort to reduce the time it takes a college grad to become a portfolio manager.

Avoid the TIPS rally. It's merely an inflation head-fake
MUTUAL FUNDS MAY 24, 2016
Avoid the TIPS rally. It's merely an inflation head-fake

Recent performance can be deceiving.

Smoking out the right way to invest in the marijuana movement
EQUITIES MAY 24, 2016
Smoking out the right way to invest in the marijuana movement

Advisers keeping their distance from high-flying pot stocks.

ETF providers step up to defend the status quo
ETFS MAY 20, 2016
ETF providers step up to defend the status quo

As comment period ends, firms hope to ensure the SEC knows that ETFs help, and don't hurt, liquidity, price discovery.

LIFE INSURANCE AND ANNUITIES MAY 19, 2016
Former financial adviser faces possible 287-year prison sentence for robbing seniors

<i>Breakfast with Benjamin</i> Jean Walsh-Josephson is accused of taking more than $4 million from elderly clients.

ETFS MAY 16, 2016
Bond ETFs brace for a June rate hike

Plus: Millennials don't invest like the rest of us, mid-cap stocks to the rescue, and Big Pharma pulls a fast one

RIA NEWS MAY 16, 2016
BlackRock faces backlash for supporting 'fat cat CEOs'

<i>Breakfast with Benjamin</i>: The world's largest money manager in the hot seat for being &#8220;soft&#8221; on high pay for corporate executives.

EQUITIES MAY 16, 2016
Why the inventor of 401(k)s came to view them as 'monsters'

<i>Breakfast with Benjamin</i> Why the father of the 401(k) came to think the plans were better at helping the financial industry than retirement savers.