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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Morningstar doubles down on expense ratio disparity debate
ALTERNATIVES MAY 21, 2015
Morningstar doubles down on expense ratio disparity debate

Fund tracker is at odds with SEC on how some fund report expenses.

Tim Geithner spills the beans on how he navigated the financial crisis
EQUITIES MAY 21, 2015
Tim Geithner spills the beans on how he navigated the financial crisis

<i>Breakfast with Benjamin</i>: Former Treasury Secretary Timothy Geithner spills the beans on how he navigated the financial crisis.

Phony adviser convicted for conning a real adviser out of $11.3 million
EQUITIES MAY 20, 2015
Phony adviser convicted for conning a real adviser out of $11.3 million

<i>Breakfast with Benjamin</i>: A fake financial adviser was found guilty of wire fraud and money laundering related to $11.3M he conned from a real adviser.

Saving for retirement should be advisers' top priority: Wharton's Marston
RETIREMENT PLANNING MAY 20, 2015
Saving for retirement should be advisers' top priority: Wharton's Marston

Finance prof says advisers not getting message of the value of delaying Social Security until 66 across to clients.

Global bond market selloff is now described as 'violent'
EMERGING MARKETS MAY 20, 2015
Global bond market selloff is now described as 'violent'

Plus: Currency traders become the new yield producers, building a global portfolio, and what Yogi Berra might say about today's financial markets

EQUITIES MAY 20, 2015
DoubleLine's Jeffrey Gundlach says Fed rate hike on hold

<i>Breakfast with Benjamin:</i> Renowned bond manager says lack of wage inflation will keep the Federal Reserve from lifting interest rates this year. But when it does, avoid junk bonds.

George Soros pitches a currency move to prevent a third world war
EQUITIES MAY 19, 2015
George Soros pitches a currency move to prevent a third world war

<i>Breakfast with Benjamin</i>: The billionaire investor is calling on the United States to allow China's currency to join the International Monetary Fund's basket of currencies.

Gold bulls celebrate the strongest run since January
EQUITIES MAY 19, 2015
Gold bulls celebrate the strongest run since January

<i>Breakfast with Benjamin</i> Gold enjoys its best performance since January as the dollar's run takes a breather.

Investors jump into European stocks hoping for another QE ride
EQUITIES MAY 19, 2015
Investors jump into European stocks hoping for another QE ride

Record inflows raising concerns of a 'crowded trade'

Goldman Sachs says the bull market is getting long in the tooth
EQUITIES MAY 18, 2015
Goldman Sachs says the bull market is getting long in the tooth

<i>Breakfast with Benjamin</i>: Goldman Sachs analysts believe stocks' most recent record high could be the last for a while.