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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YOUR PRACTICE PRACTICE MANAGEMENT MAR 23, 2016
Bernie Sanders struggles for details in his populist attacks on Wall Street

Plus: Most investors made money in March, negative interest rates could mean the end of cash as we know it, and re-writing office dress codes

NEWS INDUSTRY NEWS MAR 23, 2016
A 2016 dry spell for mergers and IPOs

<i>Breakfast with Benjamin</i> So far this year, the deal-making business has been in the tank. Mergers and IPOs have dropped to a level not seen since the last recession.

Over-sized Fidelity, Vanguard funds raise concerns about being too big to stay competitive
INVESTING EQUITIES MAR 22, 2016
Over-sized Fidelity, Vanguard funds raise concerns about being too big to stay competitive

<i>Breakfast with Benjamin</i> A couple of Vanguard and Fidelity mutual funds raise questions about when it is time to close a fund to new investors.

INVESTING ALTERNATIVES MAR 17, 2016
Socially responsible investing is coming of age

Investing strategies focused on environmental, social and corporate governance causes continue to gain momentum, even if they're not mainstream just yet. </br><b><i>(Related: <a href="//www.investmentnews.com/article/20160306/FREE/160309952/the-top-performing-socially-conscious-funds&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">The top-performing socially conscious funds</a>)</b></i>

INVESTING EQUITIES MAR 16, 2016
We might all be better off if more women were managing money

<i>Breakfast with Benjamin</i> If the data is correct, women's investment returns have been trouncing men's for nearly a decade.

Smart beta continues to confound advisers
INVESTING EQUITIES MAR 16, 2016
Smart beta continues to confound advisers

Ill-named strategy finds place between passive and active.

INVESTING ALTERNATIVES MAR 16, 2016
Crowdfunding IPO for mortgage REIT launches for non-accredited investors

IPO is the first of its kind and, with low fee, could attract investors away from nontraded REITs.

INVESTING EQUITIES MAR 15, 2016
IRS to March Madness office pool players: Gambling winnings are taxable

<i>Breakfast with Benjamin</i> An estimated 70 million Americans will wager $9.2 billion this year through March Madness office pools, but keep in mind that any winnings are taxable.

INVESTING EQUITIES MAR 15, 2016
Advisers who ignore ETFs are missing out on the product evolution, and so are their clients

Plus: El-Erian's gloomy forecast, what it will take to save Social Security, and it's time to start taking cannabis investing seriously

NEWS INDUSTRY NEWS MAR 13, 2016
The incredible shrinking recession risks

<i>Breakfast with Benjamin</i> 15 reasons you don't have to fret about a recession in the U.S.