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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Mortgage-backed securities shape up as a solid cash alternative
INVESTING ALTERNATIVES FEB 06, 2015
Mortgage-backed securities shape up as a solid cash alternative

'There's value to be found out there, but you have to look very carefully'

The battle for your clients' retirement dollars
INVESTING EQUITIES FEB 06, 2015
The battle for your clients' retirement dollars

<i>Breakfast with Benjamin:</i>Annuity sellers fighting for IRAs. <i>Plus:</i> What's good for consumer isn't for business; another perspective on how much size matters; adviser tech world rocked; and how to join the 1%

Warren Buffett pushes Obama to build the Keystone pipeline
INVESTING EQUITIES FEB 04, 2015
Warren Buffett pushes Obama to build the Keystone pipeline

<i>Breakfast with Benjamin</i>: Warren Buffett wants President Obama to approve the Keystone pipeline. Plus: Rocky Mountain high tax revenues, ECB puts Greek debt in the doghouse, and institutional investors are bullish and careful.

INVESTING EQUITIES FEB 03, 2015
Smart beta booming despite a name everyone hates

2015 could be the year smart beta converts naysayers, as investors face market head winds that make returns hard to come by. </br><b><i>(Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20150201/SMARTBETA2015&quot; target=&quot;_blank&quot;>Our full smart beta special report</a>)</b></i>

Consumers are saving at the gas pump but not spending at the mall
INVESTING EQUITIES FEB 02, 2015
Consumers are saving at the gas pump but not spending at the mall

<i>Breakfast with Benjamin</i>: Retail sales are not supposed to slump when gas prices are low, so where's that money going? Plus: Larry Summers advises the Fed against hiking rates, how to use good food to attract new clients, and rich people get another cool perk just for being rich.

Younger generations going all in with 401(k) contributions
INVESTING EQUITIES FEB 02, 2015
Younger generations going all in with 401(k) contributions

Today's <i>Breakfast with Benjamin</i> features Gen Y and Gen X causing the the pace of 401(k) plan contributions to hit new heights. Plus: The ABCs of a hot REIT market, biotech stocks under the microscope, and something you might have in common with Bill Gates.

NAPFA compensation committee member says AUM fees for cash raise conflicts
NEWS RIAS JAN 29, 2015
NAPFA compensation committee member says AUM fees for cash raise conflicts

Advisers cutting fees for managing low-yielding cash positions has become popular but critics, including a NAPFA compensation committee member, say the practice presents big conflicts of interest.

Bill Clinton loses points for building that budget surplus
NEWS INDUSTRY NEWS JAN 28, 2015
Bill Clinton loses points for building that budget surplus

In Friday's <i>Breakfast with Benjamin</i>, new research pins the 2008 financial crisis on reduced government debt thanks to the budget surplus during President Clinton's tenure. Plus: Big Oil starts to crumble, St. Louis scrambles to keep the Rams in town, and biology meets personal finance.

Russia is starting to look like an investment opportunity
INVESTING EQUITIES JAN 28, 2015
Russia is starting to look like an investment opportunity

Today's <i>Breakfast with Benjamin</i> features the case for investing in Russia looking great, at least on paper. Plus: Hedge funds are still shorting oil, will the big snowstorm close the financial markets, and how to pick the right IRA for your clients.

INVESTING EQUITIES JAN 26, 2015
Citigroup says oil is going from cheap to dirt cheap

<i>Breakfast with Benjamin</i>: Could $20 oil really happen? According to Citigroup, It's impossible to call a bottom point. Plus: Morningstar crowns the 'best' liquid alts fund, another oil producer feels the pain, and the case for active management gets stronger.