Defined Outcome fund
helps RIAs, Fee-Based Advisors
manage today's low-yield,
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We aim to help RIAs and fee-based advisors better serve their clients to build wealth and achieve their financial goals.
We help advisors take a seat on the client’s side of the table by delivering greater consumer value.
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ADVISOR AUTHORITY - Highlights 2016: The Innovation and Issues that RIAs, Fee-Based Advisors and Investors Care About Most
Commissioned by Jefferson National and conducted online by Harris Poll in March 2016, Advisor Authority is a comprehensive study that reflects the viewpoints of more than 680 RIAs and fee-based advisors and more than 700 individual investors nationwide.
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Market Volatility Drives RIAs, Fee-Based Advisors and Investors to Adapt; Alternatives and Tactical Management are Top Solutions
Jefferson National’s Advisor Authority Special Report takes 360-Degree View on Volatility, examining Causes and Defensive Measures