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 ETF craze crosses a huge hurdle
RETIREMENT RETIREMENT PLANNING MAY 04, 2015
The ETF craze crosses a huge hurdle

<i>Breakfast with Benjamin:</i> Over the last 12 months, investors pumped more money into ETFs than mutual funds for the first time ever.

Warren Buffett's financial results start to raise red flags
INVESTING EQUITIES MAY 01, 2015
Warren Buffett's financial results start to raise red flags

<i>Breakfast with Benjamin</i>: Warren Buffett rejects analysts' criticism of Berkshire Hathaway's financials. Plus: Family Dollar's lesson in luck, small-cap stocks at odds with jobs data, and Alan Greenspan on Greece exiting the euro.

No champagne for new Nasdaq record but advisers take heed of history
INVESTING EQUITIES APR 30, 2015
No champagne for new Nasdaq record but advisers take heed of history

Limits of diversity, wisdom of taking profits and importance of rebalancing are top lessons learned from bursting of the dotcom bubble 15 years ago.

The housing market steps up to provide a needed economic boost
INVESTING EQUITIES APR 29, 2015
The housing market steps up to provide a needed economic boost

<i>Breakfast with Benjamin</i>: The solid housing market stands in contrast to the dismal first quarter GDP numbers.

INVESTING EQUITIES APR 29, 2015
Vanguard tiptoes into the liquid alternatives market

New multialternative fund seen as endorsement of alts, while pressuring fees

Retail brokers are shut out of the SEC's market reform efforts
INVESTING EQUITIES APR 28, 2015
Retail brokers are shut out of the SEC's market reform efforts

<i>Breakfast with Benjamin</i>: Retail brokerages are shut out of the SEC's advisory committee for market reforms to protect retail investors.

Citi Private Bank adjusts equity allocations with eye toward end of the bull market
INVESTING EQUITIES APR 28, 2015
Citi Private Bank adjusts equity allocations with eye toward end of the bull market

Global CIO Wieting says 'significant market drop' likely by the end of the decade.

The NFL gives up tax-exempt status that most folks didn't realize it had
INVESTING EQUITIES APR 27, 2015
The NFL gives up tax-exempt status that most folks didn't realize it had

<i>Breakfast with Benjamin</i>: The NFL gives up its tax-exempt status, and estimates suggest the league's tax bill could be $10 million per year.

INVESTING ETFS APR 25, 2015
ETFs becoming a key portfolio staple

Advisers are true believers in the tools as asset allocators, but aren't giving up on mutual funds

Citi Private Bank adjusts equity allocations with eye toward end of the bull market
NEWS INDUSTRY NEWS APR 24, 2015
Citi Private Bank adjusts equity allocations with eye toward end of the bull market

Global CIO Wieting says 'significant market drop' likely by the end of the decade.