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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Do-it-yourself bond traders are changing Wall Street
INVESTING EQUITIES MAR 30, 2015
Do-it-yourself bond traders are changing Wall Street

<i>Breakfast with Benjamin</i>: Do-it-yourself bond traders have become much more than just a nagging headache for Wall Street's big boys.

The latest CFA test scores send 56% back to square one
INVESTING EQUITIES MAR 29, 2015
The latest CFA test scores send 56% back to square one

On today's <i>Breakfast with Benjamin</i>, Wall Street wannabees sweat over the results of the December CFA test. Plus: Obama turns tail on 529 tax plan, Gundlach dishes on his own bad trades, and chicken wings might be the best Super Bowl investment.

Rising interest rates to test REIT strength even as investors seek diversification
INVESTING EQUITIES MAR 27, 2015
Rising interest rates to test REIT strength even as investors seek diversification

Attractive yields aside, real estate investments wrapped in a mutual fund are not bonds.

Stocks are looking more wobbly by the day
INVESTING EQUITIES MAR 24, 2015
Stocks are looking more wobbly by the day

<i>Breakfast with Benjamin</i>: As the equity markets start to wobble, analysts start to claim they saw it all coming.

HSBC says the dollar's powerful days are numbered
INVESTING EQUITIES MAR 23, 2015
HSBC says the dollar's powerful days are numbered

<i>Breakfast with Benjamin</i>: HSBC thinks the strong dollar is poised to run out of steam, though it might just be wishful thinking.

YOUR PRACTICE FINTECH MAR 23, 2015
Robo-advisers transform from threat to tool

Forward-thinking advisers and robo-advice platforms are finding middle ground that could be a boost for all involved.

Where to invest during the run-up to the presidential election
INVESTING EQUITIES MAR 22, 2015
Where to invest during the run-up to the presidential election

<i>Breakfast with Benjamin</i>: As the dollars get thrown around the mud starts flying, you might as well invest along for the ride.

Alternative investing education grows in stride with fast-growing liquid alts space
YOUR PRACTICE PRACTICE MANAGEMENT MAR 20, 2015
Alternative investing education grows in stride with fast-growing liquid alts space

Wirehouses and broker-dealers are seen as the next area of expansion for year-old program.

The looming threat of an increasingly powerful dollar
INVESTING EQUITIES MAR 20, 2015
The looming threat of an increasingly powerful dollar

<i>Breakfast with Benjamin</i>: It's important to understand the scary downside of an extremely strong U.S. dollar.

Reading between the lines of liquid alternatives fund expense ratios
INVESTING MUTUAL FUNDS MAR 20, 2015
Reading between the lines of liquid alternatives fund expense ratios

What you see might not be what you get and the real cost of running some strategies can be steep.