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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Enjoy the Super Bowl ads, but don't buy the stock
INVESTING EQUITIES JAN 26, 2015
Enjoy the Super Bowl ads, but don't buy the stock

Advertising in the Super Bowl doesn't mean a company is a good investment, as generally there's been no connection between an advertiser shelling out millions for a 30-second commercial and the company's stock price.

The next thing to worry about: Investor overconfidence
NEWS RIAS JAN 26, 2015
The next thing to worry about: Investor overconfidence

In Friday's <i>Breakfast with Benjamin</i>, the downside of a multi-year bull market in stocks: Investors get overconfident. Plus: If oil drops to $30 look out below, not all hedge fund workers are rich, and what the IRS is looking for now.

Salient Partners buys Forward Funds with liquid alts expansion in mind
INVESTING EQUITIES JAN 21, 2015
Salient Partners buys Forward Funds with liquid alts expansion in mind

Combined firm will include 36 funds and $27 billion under management.

NEWS RIAS JAN 21, 2015
A new entry point for gold investors takes on GLD

Bank of Montreal strikes while the metal is hot.

Good looks aren't everything, but it might help you attract more assets
NEWS RIAS JAN 21, 2015
Good looks aren't everything, but it might help you attract more assets

In today's <i>Breakfast with Benjmain</i>, looks might help money managers land more assets, but they also tend to underperform. Plus: Darryl Strawberry's contract balance goes to the highest bidder, Florida investment manager charged with bilking $17M from clients, and a hedge fund manager uses proper etiquette after losing his clients' money.

Swiss franc fallout hits some liquid alt funds harder than others
INVESTING EQUITIES JAN 21, 2015
Swiss franc fallout hits some liquid alt funds harder than others

Big bets, currency exposure might surprise some investors

NEWS RIAS JAN 21, 2015
Former Edward Jones rep accused of stealing from a disabled client

Plus the rest of Tuesday's <i>Breakfast with Benjamin</i>: Daniel Thibeault's missteps make the case for due diligence, U.S. economy magically defies gravity among global economies, and tax strategies that it isn't too late to employ

INVESTING ALTERNATIVES JAN 21, 2015
As oil prices fall, investment opportunities emerge

Boon for MLPs, and a boost for holiday sales

State of the Union spoiler alert: Obama plans to go after rich people
INVESTING EQUITIES JAN 20, 2015
State of the Union spoiler alert: Obama plans to go after rich people

<i>Breakfast with Benjamin:</i> Tax hikes for the rich? Plus: European central bankers load up for their own quantitative easing, Russia is fading fast, and Switzerland has another trick up its sleeve.

Gundlach says 'sinister side' of cheap oil will dampen economic growth, markets
INVESTING EQUITIES JAN 20, 2015
Gundlach says 'sinister side' of cheap oil will dampen economic growth, markets

What the U.S. energy boom has given, the U.S. energy boom is about to take away if oil prices stay at or below current levels, according to DoubleLine Capital's Jeffrey Gundlach.