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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Retail brokers are shut out of the SEC's market reform efforts
EQUITIES APR 28, 2015
Retail brokers are shut out of the SEC's market reform efforts

<i>Breakfast with Benjamin</i>: Retail brokerages are shut out of the SEC's advisory committee for market reforms to protect retail investors.

Citi Private Bank adjusts equity allocations with eye toward end of the bull market
EQUITIES APR 28, 2015
Citi Private Bank adjusts equity allocations with eye toward end of the bull market

Global CIO Wieting says 'significant market drop' likely by the end of the decade.

The NFL gives up tax-exempt status that most folks didn't realize it had
EQUITIES APR 27, 2015
The NFL gives up tax-exempt status that most folks didn't realize it had

<i>Breakfast with Benjamin</i>: The NFL gives up its tax-exempt status, and estimates suggest the league's tax bill could be $10 million per year.

ETFS APR 25, 2015
ETFs becoming a key portfolio staple

Advisers are true believers in the tools as asset allocators, but aren't giving up on mutual funds

Citi Private Bank adjusts equity allocations with eye toward end of the bull market
RIA NEWS APR 24, 2015
Citi Private Bank adjusts equity allocations with eye toward end of the bull market

Global CIO Wieting says 'significant market drop' likely by the end of the decade.

Go-anywhere bond funds not for the faint of heart
FIXED INCOME APR 23, 2015
Go-anywhere bond funds not for the faint of heart

Managers' ability to seek returns in multiple markets sounds great but comes with risks

Lessons to learn from the last Nasdaq bubble
EQUITIES APR 22, 2015
Lessons to learn from the last Nasdaq bubble

<i>Breakfast with Benjamin</i>: The Nasdaq is back to 2000 levels, but everything else is different.

Investors pile into hedge funds, pushing total assets close to $3 trillion
ALTERNATIVES APR 22, 2015
Investors pile into hedge funds, pushing total assets close to $3 trillion

Equity hedge category leads investor inflows as performance improves.

Carlyle Group misses the mark with liquid alts
EQUITIES APR 20, 2015
Carlyle Group misses the mark with liquid alts

<i>Breakfast with Benjamin</i>: The Carlyle Group is shutting down two liquid alternative mutual funds it launched last year.

The riddle and the dilemma of global bonds
ALTERNATIVES APR 20, 2015
The riddle and the dilemma of global bonds

<i>Breakfast with Benjamin</i>: Bond bulls continue to shrug off logic, claiming it's different this time, even despite negative yields.