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
Displaying 3577 results
INVESTING EQUITIES APR 11, 2016
DOJ's suit against activist investor could affect entire mutual fund industry

Plus: Going after tax inversions goes after the middle class, the sun is setting on solar energy funds, and the baseball bat gets an upgrade

ValueLine joins other asset managers by embracing liquid alternatives
INVESTING EQUITIES APR 11, 2016
ValueLine joins other asset managers by embracing liquid alternatives

Fund wants to diversify product line and strike while the iron is hot with proposed acquisition of the Alpha Defensive Alternatives Fund

INVESTING ALTERNATIVES APR 11, 2016
Low energy prices taking a toll on MLPs

The tax advantages might not be worth it.

Market volatility has some advisers tactically buying stocks
INVESTING EQUITIES APR 11, 2016
Market volatility has some advisers tactically buying stocks

Factoring in Fed policy, cheap oil, and living with volatility

Modern retirement planning means staying aggressive
INVESTING EQUITIES APR 08, 2016
Modern retirement planning means staying aggressive

Plus: Advisers speak out on DOL rule, the inflows continue for equity ETFs, and big banks strive to look small to regulators

YOUR PRACTICE PRACTICE MANAGEMENT APR 08, 2016
Most women don't trust financial advisers

Plus: Bad news from the Bacon Cheeseburger Index, CFOs are feeling down, and getting a better cell phone plan.

DOL rule described as 'workable' and a political success
RETIREMENT RETIREMENT PLANNING APR 07, 2016
DOL rule described as 'workable' and a political success

The rule is described as 'workable' and a political success, though implementation remains the biggest challenge ahead.

YOUR PRACTICE PRACTICE MANAGEMENT APR 07, 2016
President Obama's SEC nominees are being held up by fellow Democrats

Plus: The downside of $15 minimum wage, testing your finance knowledge against NFL players, and keeping ID thieves in check

Critics say DOL fiduciary rule makes too many industry concessions
RETIREMENT RETIREMENT PLANNING APR 07, 2016
Critics say DOL fiduciary rule makes too many industry concessions

While many investment advisers and their organizations praise the rule, some who formerly advocated for it believe the final version doesn't go far enough to protect investors.

SunEdison's hard lesson for renewable-energy investors
INVESTING EQUITIES APR 07, 2016
SunEdison's hard lesson for renewable-energy investors

<i>Breakfast with Benjamin</i> SunEdison's collapse shows that advisers should understand the steep side of the mountain renewable energy is trying to climb.