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
Playing the stock index reshuffle game can cost investors
INVESTING EQUITIES AUG 06, 2015
Playing the stock index reshuffle game can cost investors

A trend toward an old strategy of gaming the market by investing in stocks just before they are added to popular indexes such as the S&P 500 that, by definition, index funds must track has become popular again. And it can be costly to investors.

NEWS INDUSTRY NEWS AUG 04, 2015
Puerto Rico's uncertain future is leaving your muni bond fund investment in limbo

All is not lost: 'You might get 90 cents on the dollar, or you might get 30 cents on the dollar.'

INVESTING MUTUAL FUNDS AUG 04, 2015
RBC cutting expenses on four mutual funds to draw advisers, investors

Expense ratios to be cut between 39% and 44% for new and existing shareholders through October 2017.

Puerto Rico's uncertain future leaves muni bond fund investors in limbo
INVESTING MUTUAL FUNDS AUG 04, 2015
Puerto Rico's uncertain future leaves muni bond fund investors in limbo

All is not lost: 'You might get 90 cents on the dollar, or you might get 30 cents on the dollar.'

Curian Capital's sudden exit creates a TAMP feeding frenzy
NEWS RIAS AUG 03, 2015
Curian Capital's sudden exit creates a TAMP feeding frenzy

Curian Capital's unexpected announcement that it is closing shop at year-end has sent the $300 billion TAMP industry scrambling to woo advisers working with the $11 billion platform.

Puerto Rico's default could ripple through average Americans' portfolios
INVESTING EQUITIES AUG 03, 2015
Puerto Rico's default could ripple through average Americans' portfolios

<i>Breakfast with Benjamin</i>: Puerto Rico has missed a debt payment. How will the fallout be felt by average Americans?

INVESTING ALTERNATIVES AUG 03, 2015
Options to invest in innovative technologies that address water shortages are limited

Despite a multitude of water shortages, options to invest in innovative technologies that address the problem remain limited.

Hillary Clinton's short-sighted tax on long-term capital gains leaves advisers unimpressed
INVESTING EQUITIES JUL 31, 2015
Hillary Clinton's short-sighted tax on long-term capital gains leaves advisers unimpressed

Pandering move says plenty about the candidate and her economic sense.

INVESTING EQUITIES JUL 31, 2015
A better way to get China exposure

<I>Breakfast with Benjamin:</I> Investing in China stocks is a scary proposition right now but there's an ETF that uses a smart approach. It's down, but not like the Shanghai market.

It's time to take a close look at your bond portfolio
RETIREMENT RETIREMENT PLANNING JUL 29, 2015
It's time to take a close look at your bond portfolio

<i>Breakfast with Benjamin</i> We all know a rate hike is coming, and ignoring it is not a plan &amp;mdash; so the time is now to look at bond allocations.