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Advisors today are using more technology to increase efficiencies across all aspects of their practice, from financial planning to asset management, from doing business with fund partners to communicating with their clients. The trend is growing in relevance.
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Jefferson National Eclipses $3 Billion in Sales to RIAs and Fee-Based Advisors of Flat-Fee Investment-Only Variable Annuity
More Than 30% Growth in New Advisors Using Monument Advisor Platform in 2014