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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Bond funds get a pass in active-management debate
EQUITIES MAY 11, 2016
Bond funds get a pass in active-management debate

As with equities, passive funds are often the better bet.

EQUITIES MAY 10, 2016
REITs to get own classification on major indices

<i>Breakfast with Benjamin</i> REITs soon will have their own classification on the S&amp;P 500 and other major indices.

Janus Capital's Bill Gross says only the Federal Reserve can save us
EQUITIES MAY 09, 2016
Janus Capital's Bill Gross says only the Federal Reserve can save us

Janus bond manager pushes for 'helicopter money' pronto

OppenheimerFunds among the biggest bulls on Puerto Rico's municipal bonds
FIXED INCOME MAY 09, 2016
OppenheimerFunds among the biggest bulls on Puerto Rico's municipal bonds

Of the muni bond funds tracked by Morningstar Inc., OppenheimerFunds stands out as the biggest fan of debt issued by financially-strapped island nation.

PRACTICE MANAGEMENT MAY 05, 2016
Snoop Dogg takes the debate over Prince's lack of a will to a new level

<i>Breakfast with Benjamin</i> Snoop Dogg on why celebrities don't always have a will: You can't worry about something when you're dead, because you're dead.

RETIREMENT PLANNING MAY 04, 2016
Hedge funds face their Uber moment

<i>Breakfast with Benjamin</i> Expensive and exclusive is no longer enough to automatically attract investors to hedge funds.

PRACTICE MANAGEMENT MAY 04, 2016
Robo-advice is slowing, some even say it's dying

Plus: The Trump-inspired Google search, all eyes on this junior mining company, and how you know if your clients aren't saving enough for retirement

Puerto Rico default could blindside investors in municipal bonds
MUTUAL FUNDS MAY 04, 2016
Puerto Rico default could blindside investors in municipal bonds

Some muni funds, such as Oppenheimer, are over-exposed to the risky bonds.

The active management edge is found furthest from the benchmark
EQUITIES MAY 04, 2016
The active management edge is found furthest from the benchmark

Closet indexers virtually guarantee lagging performance

Sequoia Fund reopens to investors
EQUITIES MAY 03, 2016
Sequoia Fund reopens to investors

Beleaguered fund fights to find footing after ill-fated Valeant Pharma bet.