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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RETIREMENT RETIREMENT PLANNING MAR 20, 2011
Planners expect big revenue jump this year

Unflinching optimism continues to dominate the outlook of the financial planning community, despite the gloomy forecast from the media, according to the latest quarterly research from Russell Investments

YOUR PRACTICE PRACTICE MANAGEMENT MAR 18, 2011
Rich clients finally diversifying – starting with their advisers

A new survey reveals that over half of wealthy clients are now working with at least five -- count 'em -- five advisers. That's a big jump. Two years ago, only 16% of the rich said they used four advisers.

INVESTING ALTERNATIVES MAR 13, 2011
CFAs worry about derivatives

The disclosure and use of financial derivatives by financial firms is the biggest concern of the nation's leading financial analysts

INVESTING FIXED INCOME MAR 13, 2011
Advisers lead Treasury retreat

Financial advisers seem to have implemented Bill Gross' strategy before Bill Gross

RETIREMENT TAX MAR 11, 2011
Tax break? What tax break?

If taxpayers aren't jumping for joy over this year's Social Security tax reduction, it might be because they didn't even know that they were getting a tax break

INVESTING EQUITIES MAR 10, 2011
Post-stimulus, mid-caps won't be half bad

When the federal government starts weaning the economy off the various stimulus programs put in place after the financial crisis, one fund manager believes high-quality growth stocks once again will start leading the market.

INVESTING FIXED INCOME MAR 06, 2011
Hedging TIPS inflation bets

Investors flocking to Treasury inflation-protected securities may be in for a rude awakening when interest rates start to rise

REITs through the roof in 2010
INVESTING ALTERNATIVES MAR 03, 2011
REITs through the roof in 2010

Real estate investment trusts finished 2010 with a gain of nearly 28%, matching the stellar returns of 2009 and nearly double the performance of the S&P 500 last year.

Buy-and-hold is bunk, says Wealth Builders' Schreiber
NEWS INDUSTRY NEWS MAR 02, 2011
Buy-and-hold is bunk, says Wealth Builders' Schreiber

The portfolio manager says investors get squeamish when the during market drops, and often sell at big losses.

NEWS INDUSTRY NEWS FEB 24, 2011
Ex-Fairholme managers launch fund

Pitkowsky and Trauner unveil concentrated Goodhaven Fund; 'don't need to create an empire'