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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Advisers telling clients to avoid 'most hyped IPO in history'
PRACTICE MANAGEMENT MAY 18, 2012
Advisers telling clients to avoid 'most hyped IPO in history'

Say Facebook shares are vastly overpriced; 'a marketing textbook'

This small-cap fund divides to conquer
MUTUAL FUNDS MAY 17, 2012
This small-cap fund divides to conquer

RS growth fund splits investments between companies that are promising, developing and proven; fund up 7.4% this year

ALTERNATIVES MAY 17, 2012
REIT's market debut a big dud

Nontraded REIT Retail Properties went public last week. But the offering price for Retail, whose tenants include Best Buy and Wal-Mart, was below what was expected. And a reverse stock split dramatically watered down the share price. Result? Investors who bought in a decade ago at $10 now own stock worth less than three bucks.

Advisers on FaceBook IPO: Yawn
FINTECH MAY 17, 2012
Advisers on FaceBook IPO: Yawn

But there are some backdoor plays that might make sense for clients

An alternative to beta? Alternatives beta
ALTERNATIVES MAY 16, 2012
An alternative to beta? Alternatives beta

Investment in nontraditional assets can produce solid returns and help smooth volatility, says Fortigent's Welch

Alternative beta better alternative than beta: University of Chicago's Moskowitz
RIA NEWS MAY 14, 2012
Alternative beta better alternative than beta: University of Chicago's Moskowitz

Time to stop roaming the world in search of alpha, says professor of finance; market beta the worst of both worlds

EQUITIES MAY 13, 2012
Market's hot streak turns cool on European woes, JPM loss

Remarkable returns, low volatility? You'll be surprised where
EMERGING MARKETS MAY 03, 2012
Remarkable returns, low volatility? You'll be surprised where

Africa Composite Index generated 17% annual return over past decade, with fewer market gyrations than U.S.; the next Asia?

REGULATION AND LEGISLATION MAY 01, 2012
Congress will kick tax can down the road: Valliere

New retail hedge fund keeps strategy, ditches liquidity concerns
ALTERNATIVES APR 30, 2012
New retail hedge fund keeps strategy, ditches liquidity concerns

New mutual fund RiverPark Long/Short Opportunity Fund launched March 30 and has gained 21.3% so far this year