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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Volatility driving more advisers to alternatives
NEWS INDUSTRY NEWS SEP 07, 2011
Volatility driving more advisers to alternatives

Increased market volatility is driving more financial advisers toward alternative investments and a more active approach to investing, according to the results of a new survey from Jefferson National Life Insurance Co.

Quality, cash keep this tech fund on solid ground
INVESTING EQUITIES SEP 07, 2011
Quality, cash keep this tech fund on solid ground

Even in the rocky world of technology investing, the debt ceiling debate has been an eye-opening experience.

NEWS RIAS SEP 04, 2011
Learning to 'plan for the worst' and 'hope for the best'

Ten years hasn't diminished the vivid memories of 9/11 for Paul Schatz, president of Heritage Capital LLC, a $110 million advisory firm based in Woodbridge, Conn.

NEWS RIAS SEP 01, 2011
MDE platform that tamps down volatility now available to RIAs

Risk 3.0 Asset Management holds out the promise of predictable returns with limited volatility

Performance of REITs back on the beam
NEWS INDUSTRY NEWS AUG 30, 2011
Performance of REITs back on the beam

Real estate trusts throwing off 4.5% return; no ceiling in sight for apartments as homeownership dwindles

NEWS INDUSTRY NEWS AUG 26, 2011
A different way to weight the market

Far from being a replacement for the solid foundation of an index based on market capitalization, fundamental index strategies can act as a diversifier by removing some beta or broad market exposure

INVESTING EMERGING MARKETS AUG 26, 2011
Emerging idea: A new twist on managing volatility overseas

A new exchange-traded fund from Emerging Global Advisors is putting the emerging back into emerging-markets exposure, and it shows.

Investors' new M.O.: 'Sell first, ask questions later'
NEWS INDUSTRY NEWS AUG 16, 2011
Investors' new M.O.: 'Sell first, ask questions later'

Is the sky falling? No, just stock prices, which seem to be more sensitive to news headlines than in anytime in recent memory. Indeed, experts see a huge disconnect between the market sell-off and what's really going on in the economy. It's 'sell first and ask questions later,' says one portfolio manager.

Fund's long/short strategy efficacious as beta blocker
NEWS INDUSTRY NEWS AUG 16, 2011
Fund's long/short strategy efficacious as beta blocker

Hatteras fund is smoothing out jags in the market; outperforming S&P 500 and benchmark

A different approach to value investing
NEWS INDUSTRY NEWS AUG 16, 2011
A different approach to value investing

Looking well past the current headlines coming out of Washington helps provide a certain level of calm to Randy Dishmon, manager of the Oppenheimber Global Value Fund Ticker:(GLVAX).