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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NAPFA forces resignation of Bert Whitehead, vocal compensation committee member
NEWS INDUSTRY NEWS MAR 04, 2015
NAPFA forces resignation of Bert Whitehead, vocal compensation committee member

The association asked veteran adviser Bert Whitehead to resign his post after he publicly aired his views on potential compensation conflicts of interest.

Hospital stocks ride a wave of potential insurance subsidies
INVESTING EQUITIES MAR 04, 2015
Hospital stocks ride a wave of potential insurance subsidies

<i>Breakfast with Benjamin:</i> Hospital-stock rally sparked by high court's Obamacare debate. Plus: The dollar continues to soar; how to follow the big money; and bailing out college debt is a bad investment.

What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets
NEWS RIAS MAR 04, 2015
What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets

Changes could spark revolt, but 'when Congress needs dollars, they're going to get them,' one adviser says.

INVESTING EQUITIES MAR 03, 2015
Oil-price slide is starting to get scary

<i>Breakfast with Benjamin:</i> Talk of an oil comeback is fading fast. Plus: Some good news for gold investors, bankers head for greener pastures, and a St. Patty's Day spelling bee

Cash-heavy mutual funds take downside protection to the extreme
INVESTING EQUITIES MAR 03, 2015
Cash-heavy mutual funds take downside protection to the extreme

<i>Breakfast with Benjamin:</i> Some funds using cash for protection. Lots of it. Plus: Adviser charged with stealing $1.3M from widows and church friends, up from the ashes arises a new subprime giant, and Wall Street courts millennials.

Will European easing sideline a Fed rate hike?
NEWS RIAS MAR 03, 2015
Will European easing sideline a Fed rate hike?

Advisers and experts say 'the Fed really is hamstrung' by European Central Bankers' planned $50-billion-per-month quantitative easing program, meaning they can't raise or lower interest rates in this environment.

How Warren Buffett's $1 billion prize for a perfect NCAA bracket went bust
INVESTING EQUITIES MAR 02, 2015
How Warren Buffett's $1 billion prize for a perfect NCAA bracket went bust

Plus: Learn from the U.S. and invest in Europe, Carly Fiorina chides Hillary Clinton over email excuses, and St. Patrick's Day, American-style

INVESTING EQUITIES MAR 02, 2015
Fresh rate-hike rumors will be testing investor nerves this week

<i>Breakfast with Benjamin:</i> Investors' nerves tested by rate hike talk this week. Plus: Most of the world's major oil projects are doing just fine at current price levels, retirement savings in a nutshell, and the chokehold of consumer debt.

RETIREMENT RETIREMENT PLANNING FEB 28, 2015
When is a good time to convert to a Roth IRA?

<i>Breakfast with Benjamin:</i> When it's OK to convert to a Roth IRA. Plus: Two emerge as Buffett successors; recognizing seasoned financial veterans, and Asian stocks get a boost from Chinese bankers.

Morgan Stanley settles mortgage bond probe for $2.6 billion
NEWS RIAS FEB 24, 2015
Morgan Stanley settles mortgage bond probe for $2.6 billion

<i>Breakfast with Benjamin</i>: Plus: Buffet's opaque empire, Obama's regulatory plans and New York's efforts to keep its meat hooks in tax refugees.