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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The toughest job in financial advice: Teaching economics to a presidential contender
NEWS RIAS JUL 13, 2015
The toughest job in financial advice: Teaching economics to a presidential contender

<i>Breakfast with Benjamin</i>: Teaching economics to a presidential contender isn't easy. Unless the economic advisers agree with the preconceived views of the candidates, the relationship can be testy and useless.

Will chaos in Greece rattle your investments?
NEWS INDUSTRY NEWS JUL 13, 2015
Will chaos in Greece rattle your investments?

The bold see any market pullback as a buying opportunity.

Jeffrey Gundlach is riding out the Greek storm in Treasuries
RETIREMENT RETIREMENT PLANNING JUL 13, 2015
Jeffrey Gundlach is riding out the Greek storm in Treasuries

<i>Breakfast with Benjamin</i>: Jeffrey Gundlach has been bracing for trouble in Greece and Puerto Rico by loading up on Treasuries and Ginnie Maes.

Real estate crowdfunding trend presents new challenges, opportunities for financial advisers
NEWS RIAS JUL 12, 2015
Real estate crowdfunding trend presents new challenges, opportunities for financial advisers

The proliferation of digital platforms puts added emphasis on due diligence.

Financial advisers tell clients to shrug off the Greek vote
INVESTING EQUITIES JUL 10, 2015
Financial advisers tell clients to shrug off the Greek vote

Any market pullback is seen as a buying opportunity.

Despite strong performance, advisers keep the cork in wine investments
INVESTING ALTERNATIVES JUL 08, 2015
Despite strong performance, advisers keep the cork in wine investments

It's a diverse category not correlated to traditional asset classes, but high fees and lack of liquidity equate to too much risk.

China does everything wrong in efforts to reverse stock market slide
INVESTING EMERGING MARKETS JUL 08, 2015
China does everything wrong in efforts to reverse stock market slide

<i>Breakfast with Benjamin</i>: China gets low marks for how it's trying to save its equity markets by preventing the sale of stocks.

Banks are cutting broker-dealer units from their 'living wills'
INVESTING EQUITIES JUL 07, 2015
Banks are cutting broker-dealer units from their 'living wills'

<i>Breakfast with Benjamin</i>: The nation's biggest banks, like JPMorgan Chase, are lumping their broker-dealer units in with other 'non-essential' operations.

Which group is more risk averse, financial advisers or their clients?
NEWS RIAS JUL 07, 2015
Which group is more risk averse, financial advisers or their clients?

<i>Breakfast with Benjamin</i>: Which group is more nervous about the state of the markets? Advisers often misread their own tolerance for risk.

Short sales are stacking up and the bears are starting to show some teeth
INVESTING EQUITIES JUL 06, 2015
Short sales are stacking up and the bears are starting to show some teeth

<i>Breakfast with Benjamin</i>: The market bears are getting bolder as they start to come out from a long hibernation, which doesn't really bode well for the bulls.