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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Vanguard CEO Bill McNabb tells advisers to embrace robos or fall behind
YOUR PRACTICE FINTECH JUL 20, 2016
Vanguard CEO Bill McNabb tells advisers to embrace robos or fall behind

Forget desktops. The future is about mobile and phones.

INVESTING EQUITIES JUL 18, 2016
Goldman says U.S. investors should keep their portfolios local

Plus: Diversification varies when it comes to ETFs, Wall Street starts cutting pay, and the next President will need to figure out how to handle Congress

INVESTING EQUITIES JUL 18, 2016
The fiduciary conundrum of charging lower fees for bond allocations

<i>Breakfast with Benjamin</i> Can charging lower fees for bond investments be both the right thing to do and a violation of your fiduciary duty?

Trouble ahead? Stock and bond markets sending divergent signals
INVESTING EQUITIES JUL 18, 2016
Trouble ahead? Stock and bond markets sending divergent signals

Treasury yields hit the floor while stocks hope for the best.

INVESTING EQUITIES JUL 18, 2016
Brexit forces a dovish Fed into cowering mode

<i>Breakfast with Benjamin</i> Following the Brexit, the Fed is now sheepishly tilting toward a rate cut.

Democrat's financial transactions tax splits adviser ranks
RETIREMENT TAX JUL 15, 2016
Democrat's financial transactions tax splits adviser ranks

Some believe it's an attack on capitalism; others think it will reduce volatility in the market. Read our story and take our poll.

INVESTING EQUITIES JUL 15, 2016
Bond market is signaling it's time to sell stocks

<i>Breakfast with Benjamin</i> The direction of bond yields does not bode well for the equity markets.

Advisers come out against proposed financial transactions tax
NEWS INDUSTRY NEWS JUL 14, 2016
Advisers come out against proposed financial transactions tax

Majority of advisers say such a tax hurts retirement savers; fewer oppose tax targeting high-frequency traders.

As stock market soars, financial advisers batten down the hatches
INVESTING EQUITIES JUL 13, 2016
As stock market soars, financial advisers batten down the hatches

String of negative earnings don't support stock price valuations.

NEWS RIAS JUL 12, 2016
Industry veterans to head up new wealth unit of Lebenthal Holdings

Campanale, Grillo and Lane form firm to attract indie advisers