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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Big banks are stressing over the Fed's stress tests
EQUITIES MAR 06, 2015
Big banks are stressing over the Fed's stress tests

<i>Breakfast with Benjamin</i>: The bar will keep rising for banks as mixed stress test results come in for some of the world's largest banks.

Japanese stock funds reflecting long-awaited economic turnaround
EMERGING MARKETS MAR 06, 2015
Japanese stock funds reflecting long-awaited economic turnaround

'Abe-enomics' joins quantitative easing with corporate patriotism

Did Merrill Lynch's latest high-profile recruiting coup break the bank?
EQUITIES MAR 06, 2015
Did Merrill Lynch's latest high-profile recruiting coup break the bank?

<i>Breakfast with Benjamin</i> A record Merrill Lynch signing bonus might have pushed its monetary limit. Plus: Loving European stocks but hating the euro, taking a fresh look at gold, and protecting the nest egg from rising drug costs.

NAPFA forces resignation of Bert Whitehead, vocal compensation committee member
RIA 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
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
RIA NEWS 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.

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
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?
RIA NEWS 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
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