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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NEWS INDUSTRY NEWS AUG 25, 2009
Schwab stands its ground in ARS dust-up – but at what cost?

The feathers continue to fly in the brouhaha between The Charles Schwab Corp. and New York Attorney General Andrew Cuomo.

INVESTING ETFS AUG 20, 2009
ProShares gives investors another way to bet against U.S. Treasurys

ProShares Advisors LLC announced today the launch of a third exchange traded fund that lets investors bet on a downturn in long-term U.S. Treasury bonds.

NEWS INDUSTRY NEWS AUG 17, 2009
Cuomo sues defiant Schwab over ARS sales

New York Attorney General Andrew Cuomo filed a lawsuit today against The Charles Schwab Corp., claiming the brokerage firm misled customers about the safety of auction rate securities — and the firm is digging in for a fight.

INVESTING ALTERNATIVES AUG 16, 2009
Managed futures take a step back

After gaining an average of 13.9% last year, managed-futures funds have come back down to earth this year as their managers sit with cash and look for signs of a discernable market trend.

INVESTING ALTERNATIVES AUG 12, 2009
Atticus Capital bails out of hedge fund business, will return $3B to investors

Atticus Capital LLC, a New York-based hedge fund shop, is returning $3 billion to investors as the company founder opts out of the hedge fund business, according to a letter sent to shareholders yesterday.

INVESTING ALTERNATIVES AUG 10, 2009
Hedge fund retreat: Cautious managers take the money and run

Hedge funds lagged the equity markets in July, as many of these alternative asset class managers now appear to be proceeding with caution after several consecutive months of strong gains.

INVESTING ALTERNATIVES AUG 09, 2009
SIGNS OF LIFE EMERGE IN SALES OF RESIDENTIAL REAL ESTATE

The residential-real-estate market, after virtually falling off a cliff from its apex of a few years ago, is being buoyed by a recent string of positive sales data.

NOW IS THE PERFECT TIME FOR NON-TRADED REITs
INVESTING ALTERNATIVES AUG 09, 2009
NOW IS THE PERFECT TIME FOR NON-TRADED REITs

In the wake of the historic real estate meltdown, it is easy to make a case for investing in non-traded real estate investment trusts.

NEWS INDUSTRY NEWS AUG 07, 2009
Consumer confidence index rose in August despite lingering concerns

Consumer confidence for August has turned upward, reversing a slide of the past two months, according to a report from RBC Capital Markets in Toronto.

INVESTING ALTERNATIVES AUG 06, 2009
Lending pullback threatens to stall global economic recovery

A sudden and dramatic pullback in lending by banks in developed countries threatens to stall the global economic recovery, according to a report out today by Hennessee Group LLC in New York.