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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Take 5: Knut Rostad on the DOL fiduciary rule, advisory fees, and his hope for a debate with Trump adviser Anthony Scaramucci
RETIREMENT RETIREMENT PLANNING DEC 06, 2016
Take 5: Knut Rostad on the DOL fiduciary rule, advisory fees, and his hope for a debate with Trump adviser Anthony Scaramucci

Mr. Rostad says RIAs should be much more proactive when it comes to fiduciary.

Rumors of DOL fiduciary rule's demise greatly exaggerated: panel
NEWS REGULATION AND LEGISLATION DEC 06, 2016
Rumors of DOL fiduciary rule's demise greatly exaggerated: panel

Industry executives see the potential for changes to the rule, but say firms would be wise to continue to work toward the scheduled April implementation.

INVESTING EMERGING MARKETS DEC 05, 2016
The markets brace for Puerto Rico's default

<i>Breakfast with Benjamin</i> Plan to default on $1 billion worth of general obligation bonds has markets on alert.

Will product pricing pressures carry over to advisory fees?
NEWS RIAS NOV 30, 2016
Will product pricing pressures carry over to advisory fees?

While passive investing and the DOL fiduciary rule have contributed to investors' cost sensitivity, the advice industry has managed to stay outside the fray &amp;mdash; so far.

Milwaukee-based advisory firm  managing $344 million joins Ameriprise from Morgan Stanley
NEWS BROKER DEALERS NOV 30, 2016
Milwaukee-based advisory firm managing $344 million joins Ameriprise from Morgan Stanley

Founders of The Filla Latzke Group pull stakes

Alternative strategies fight index investors while longing for a 'black swan' event
INVESTING EQUITIES NOV 22, 2016
Alternative strategies fight index investors while longing for a 'black swan' event

Analysts, advisers struggle with when, where and why to use alts

When talking to clients about alternative investments, keep it simple: experts
INVESTING ALTERNATIVES NOV 22, 2016
When talking to clients about alternative investments, keep it simple: experts

Also remind clients that performance is &#8220;manager-dependent instead of market-dependent,&#8221; says Blackstone's Avi Sharon.

Advisers should embrace goals-based investing, says Tangent Capital's Bob Rice
NEWS INDUSTRY NEWS NOV 22, 2016
Advisers should embrace goals-based investing, says Tangent Capital's Bob Rice

The firm's chief investment strategist says traditional investing strategies like the 60-40 portfolio are outdated and risky.

NEWS RIAS NOV 17, 2016
Ed Jones adviser predicted Trump's electoral vote tally — two weeks before the election

Broker won Wall Street Journal contest with his estimate of 306 votes for the Donald.

YOUR PRACTICE PRACTICE MANAGEMENT NOV 17, 2016
JPMorgan settles China hiring charges for $264 million

Plus: The Fed hints yet again, Wunderlich Securities brings in $500M, and Credit Suisse shutters leveraged/inverse oil ETNs