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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INVESTING EQUITIES NOV 04, 2014
The GOP has the edge but ...

<i>Breakfast with Benjamin:</i> Who's spending what on the election, what worries Vanguard's CEO, oil is cratering and here are stocks to consider, and JPMorgan is not out of the woods.

INVESTING EQUITIES NOV 03, 2014
Money managers scraping to catch up to record stock market

On Monday's <i>Breakfast with Benjamin</i> menu: Fund managers in a bind. <i>Plus</i> more trouble for Nicholas Schorsch? And Republicans looking stronger going into Election Day, stocks to consider with a GOP-controlled Congress, it's time to think about taxes already.

INVESTING EQUITIES NOV 03, 2014
Bill Gross' departure reignites the risks of 'star manager' funds

On today's <i>Breakfast with Benjamin</i> menu, Bill Gross' Pimco exit is changing the way we look at star fund managers, Japan's latest stimulus plan triggers a market rally, watching out for those mutual fund tax burdens, and more.

RETIREMENT RETIREMENT PLANNING NOV 03, 2014
The Fed's QE sleight of hand: Please ignore that $4.5T balance sheet

<i>Breakfast with Benjamin</i> - The Federal Reserve's QE sleight of hand, cheap oil's winners and losers, Schwab bringing advisers premium Morningstar access, and more.

INVESTING EQUITIES NOV 03, 2014
Advisers on stock selloff: Keep calm, keep diversified

Just because the stock market hasn't suffered a major pullback in a while doesn't mean the resurgence of volatility is going to send financial advisers ducking for cover, even when the Dow dives 300 points.

YOUR PRACTICE PRACTICE MANAGEMENT NOV 02, 2014
Scars from past downturns resurface

NEWS RIAS NOV 02, 2014
Schwab signs Morningstar to provide equity research, ratings

Deal will give advisers access to sector reports and pick lists, as well as daily, weekly and quarterly outlook reports.

INVESTING MUTUAL FUNDS NOV 01, 2014
Bond Cover

INVESTING EQUITIES OCT 30, 2014
The bitter economic costs of cheap oil

<i>Breakfast with Benjamin</i>: The bitter economic costs of cheap oil, plus notes on taking advantage of the rising dollar, avoiding bond funds like the plague, and running toward market volatility.

INVESTING EQUITIES OCT 30, 2014
Market volatility gives liquid alts first real test

One upside to the stock market carnage of the past week or two is that the wildly popular alternative-strategy mutual funds, better known as liquid alts, have finally been tested on the open road.