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
Displaying 3577 results
INVESTING ALTERNATIVES MAR 29, 2011
Real estate momentum building, analyst says

Yablon sees fundamental recovery in property markets around the world

NEWS INDUSTRY NEWS MAR 27, 2011
Bucket strategies provide a pot of 'safe money'

Using bucket strategies to manage clients' retirement income has become more popular in recent years and the reason is pretty simple: Dividing a client's portfolio into separate pools, or buckets, each with varying investment objectives, works

Finally, mutual funds see net inflows
INVESTING MUTUAL FUNDS MAR 25, 2011
Finally, mutual funds see net inflows

First time in six weeks more cash came in than went out; hybrids led the way

This just in: Clients easily distracted by news, missing bigger picture
NEWS INDUSTRY NEWS MAR 24, 2011
This just in: Clients easily distracted by news, missing bigger picture

A report by Russell Investments reveals that clients are way too focused on short-term events and global news. This does not make an adviser's job any easier.

NEWS RIAS MAR 24, 2011
Are your wealthy clients cheating on you?

Reluctant to entrust their financial assets to any one financial adviser, the nation's top tier of investors is spreading its wealth. In fact, new research shows that well over half of wealthy clients now work with at least five advisers.

Japan quake to trigger global sell-off?
INVESTING EMERGING MARKETS MAR 24, 2011
Japan quake to trigger global sell-off?

Money managers are divided on whether the tragedy in Japan marks the end of the global bull run — or the start of a new buying opportunity

Suddenly, bloom off the rose for foreign stocks
INVESTING EMERGING MARKETS MAR 21, 2011
Suddenly, bloom off the rose for foreign stocks

Money managers' interest in international markets wilting as U.S. growth take center stage

INVESTING EMERGING MARKETS MAR 21, 2011
BRIC's neighbors are where the value is, Fred Alger manager says

Markets like Taiwan offer under-the-radar investment opportunities

RETIREMENT RETIREMENT PLANNING MAR 20, 2011
Planners expect big revenue jump this year

Unflinching optimism continues to dominate the outlook of the financial planning community, despite the gloomy forecast from the media, according to the latest quarterly research from Russell Investments

YOUR PRACTICE PRACTICE MANAGEMENT MAR 18, 2011
Rich clients finally diversifying – starting with their advisers

A new survey reveals that over half of wealthy clients are now working with at least five -- count 'em -- five advisers. That's a big jump. Two years ago, only 16% of the rich said they used four advisers.