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 MAY 04, 2016
Hedge funds face their Uber moment

<i>Breakfast with Benjamin</i> Expensive and exclusive is no longer enough to automatically attract investors to hedge funds.

YOUR PRACTICE PRACTICE MANAGEMENT MAY 04, 2016
Robo-advice is slowing, some even say it's dying

Plus: The Trump-inspired Google search, all eyes on this junior mining company, and how you know if your clients aren't saving enough for retirement

Puerto Rico default could blindside investors in municipal bonds
INVESTING MUTUAL FUNDS MAY 04, 2016
Puerto Rico default could blindside investors in municipal bonds

Some muni funds, such as Oppenheimer, are over-exposed to the risky bonds.

The active management edge is found furthest from the benchmark
INVESTING EQUITIES MAY 04, 2016
The active management edge is found furthest from the benchmark

Closet indexers virtually guarantee lagging performance

Sequoia Fund reopens to investors
INVESTING EQUITIES MAY 03, 2016
Sequoia Fund reopens to investors

Beleaguered fund fights to find footing after ill-fated Valeant Pharma bet.

First rule of Fight Club: Don't talk about Zero Hedge
INVESTING EQUITIES MAY 02, 2016
First rule of Fight Club: Don't talk about Zero Hedge

Edgy finance blog goes from anonymity to over sharing in blink of an eye; and the adviser community weighs in on the public food fight.

INVESTING EQUITIES APR 29, 2016
Voting with their feet, investors show fund companies how they feel about high fees

<i>Breakfast with Benjamin</i> The message is being put out loud and clear: investors want lower-cost investment products.

INVESTING MUTUAL FUNDS APR 29, 2016
Invesco pays $10M DOL settlement for ERISA violation

Plus: Warren Buffett isn't sweating the election outcome, find out if you're getting a fair price for airfares, and a Goldman Sachs gym with progressive membership dues

Schwab shuns load funds in DOL's wake
INVESTING MUTUAL FUNDS APR 29, 2016
Schwab shuns load funds in DOL's wake

In the latest sign of the changes to come in the wake of the new DOL fiduciary rule, Charles Schwab is taking mutual funds with sales loads off its shelves.

NEWS INDUSTRY NEWS APR 28, 2016
T. Rowe Price shareholders vote down climate-change proposal

Plus: Hillary gets no love from T. Boone Pickens, former Treasury Secretary Larry Summer embraces Bitcoin, and Obama takes credit for changing Wall Street