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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Leaving the herd allowed this fund to exploit rallies
INVESTING EQUITIES JUN 22, 2011
Leaving the herd allowed this fund to exploit rallies

A willingness to separate from the pack is key to successful global equity investing, according to David Fingold, manager of the Dynamic Discovery Fund.

Schwab's profit spikes, stock price doesn't
NEWS RIAS JUN 16, 2011
Schwab's profit spikes, stock price doesn't

Brokerage sees dramatic jump in income and net new accounts; Wall Street yawns

New dawn for Morningstar? Firm launching different ratings system
INVESTING MUTUAL FUNDS JUN 15, 2011
New dawn for Morningstar? Firm launching different ratings system

The influential firm plans to launch a different ratings system, one that will be forward-looking. And get this: only 20% of funds are likely to get a positive score under the new system.

Advisers holding their breath over possible correction
NEWS INDUSTRY NEWS JUN 15, 2011
Advisers holding their breath over possible correction

But some say latest economic data not as bad as it seems; market mispricing could be buying opportunity

INVESTING MUTUAL FUNDS JUN 12, 2011
In picking funds, it pays to dig deep

The world according to GARP: Buy tech, beware energy
YOUR PRACTICE FINTECH JUN 06, 2011
The world according to GARP: Buy tech, beware energy

Growth-at-a-reasonable-price investment strategy up 14.5% for Brian Lazorishak so far this year

Floating-rate funds taking off
NEWS INDUSTRY NEWS JUN 06, 2011
Floating-rate funds taking off

Investors piling into bank loan mutual funds; inflation protection the lure

INVESTING MUTUAL FUNDS JUN 05, 2011
Sharat Shroff: All India, all the time not for the faint of heart

If one can make the case for investing in a dedicated India fund, then the Matthews India Investor Fund (MINDX), managed by Sharat Shroff, might be a good one to pick

Scruggs' fund does well when investors are flat-out spooked
NEWS INDUSTRY NEWS JUN 03, 2011
Scruggs' fund does well when investors are flat-out spooked

Queens Road Small Cap Value Fund shines during turbulent markets; sitting on plenty of cash right now

Morningstar exec Laura Lutton: Stick with cheaper funds
INVESTING MUTUAL FUNDS JUN 03, 2011
Morningstar exec Laura Lutton: Stick with cheaper funds

Managers who charge higher expenses take more chances to make up the difference, says Laura Lutton