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 3579 results
New academic research challenges the honesty of financial advisers
NEWS RIAS MAR 01, 2016
New academic research challenges the honesty of financial advisers

<i>Breakfast with Benjamin</i> Professors take it to the advice industry with a new paper charging economy-wide adviser misconduct.

Eaton Vance's NextShares fund meets critical reviews
INVESTING EQUITIES MAR 01, 2016
Eaton Vance's NextShares fund meets critical reviews

Hybrid exchange-traded mutual fund called a 'test case', and is already receiving some skeptical reviews.

INVESTING EQUITIES FEB 29, 2016
A financial adviser's favor and an odd research note that took down a $7B Ponzi scheme

<i>Breakfast with Benjamin</i> The simple gesture of a financial adviser doing a favor for a friend, and an odd research note, helped take down the Allen Stanford Ponzi scheme.

Aequitas meltdown underscores the importance of due diligence, caution
NEWS RIAS FEB 29, 2016
Aequitas meltdown underscores the importance of due diligence, caution

The alternatives platform's collapse underscores the concept that when something looks too good to be true, it probably is.

INVESTING EQUITIES FEB 26, 2016
Hedging the risk of Congress going after Roth retirement accounts

<i>Breakfast with Benjamin</i> Is it time to start hedging the risk that Congress might renege on its Roth promise?

INVESTING EQUITIES FEB 26, 2016
The best strategy for this stock market is to own what hedge funds don't

<i>Breakfast with Benjamin</i> Turns out the key to navigating the current market environment is to do whatever hedge funds are not doing. It's that simple.

INVESTING EQUITIES FEB 24, 2016
Rob Arnott puts a smart-beta bet on value over 'quality' stocks

Plus: Debt-fueled oil boom goes bust, anticipating Buffett's annual letter, and save some bank with these handy apps

INVESTING EMERGING MARKETS FEB 24, 2016
Emerging market debt is starting to look like a sweet deal

<i>Breakfast with Benjamin</i> Franklin Templeton and BlackRock are each making the case for a move into emerging market debt.

Keeping mutual fund cash in perspective
INVESTING EQUITIES FEB 24, 2016
Keeping mutual fund cash in perspective

Most fund managers want to stay fully invested.

INVESTING EQUITIES FEB 21, 2016
Distinguishing tax efficiency from after-tax returns

<i>Breakfast with Benjamin</i> When it comes to mutual funds, it's important to understand the difference between tax efficiency and after-tax returns.