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
Displaying 3582 results
EQUITIES NOV 06, 2014
Investors betting on tech

Friday's <i>Breakfast with Benjamin:</i> Money flowing to technology but record highs mask weakness. Plus: Eaton Vance's big news; BofA's big loss; Home Depot's big data breach; and dreaming big, big, big.

RIA NEWS NOV 06, 2014
Hedge funds jumping into Puerto Rico muni bonds

Today's <i>Breakfast with Benjamin</i> on hedge funds owning $16 billion in Puerto Rican muni bond debt, the scary similarities between advisers and psychics, why deep-water drilling looks like a bargain, and more.

ALTERNATIVES NOV 05, 2014
Aspiration's liquid-alts fund takes anti-Wall Street vibe, robo-advice to the next level

Loaded up with goodies, gimmicks and hope

EQUITIES NOV 05, 2014
Republicans could push for quicker rate hike

<I>Breakfast with Benjamin:</i> Quicker rate hike ahead? Plus: Top Republicans set agenda; greed, fear and fund flows; family offices riding growth of ultrawealthy; Schwab says its robo is no threat; and eating well after work.

EQUITIES NOV 04, 2014
Republicans win big; here's what to expect

Midweek <i>Breakfast with Benjamin:</i> Republicans ready to rule. Plus: What investors might expect, advice from Jack Bogle, the hits keep coming for Nick Schosch and Pimco's bad October.

EQUITIES NOV 04, 2014
The GOP has the edge but ...

<i>Breakfast with Benjamin:</i> Who's spending what on the election, what worries Vanguard's CEO, oil is cratering and here are stocks to consider, and JPMorgan is not out of the woods.

EQUITIES NOV 03, 2014
Money managers scraping to catch up to record stock market

On Monday's <i>Breakfast with Benjamin</i> menu: Fund managers in a bind. <i>Plus</i> more trouble for Nicholas Schorsch? And Republicans looking stronger going into Election Day, stocks to consider with a GOP-controlled Congress, it's time to think about taxes already.

EQUITIES NOV 03, 2014
Bill Gross' departure reignites the risks of 'star manager' funds

On today's <i>Breakfast with Benjamin</i> menu, Bill Gross' Pimco exit is changing the way we look at star fund managers, Japan's latest stimulus plan triggers a market rally, watching out for those mutual fund tax burdens, and more.

RETIREMENT PLANNING NOV 03, 2014
The Fed's QE sleight of hand: Please ignore that $4.5T balance sheet

<i>Breakfast with Benjamin</i> - The Federal Reserve's QE sleight of hand, cheap oil's winners and losers, Schwab bringing advisers premium Morningstar access, and more.

EQUITIES NOV 03, 2014
Advisers on stock selloff: Keep calm, keep diversified

Just because the stock market hasn't suffered a major pullback in a while doesn't mean the resurgence of volatility is going to send financial advisers ducking for cover, even when the Dow dives 300 points.