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We help advisors take a seat on the client’s side of the table by delivering greater consumer value.
New in the Knowledge Bank
In the IRI’s Insight Newsletter, our CEO Mitch Caplan cites results from the Advisor Authority Study, addressing the “very real” Retirement Income Challenge.
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Jefferson National and Orion Advisor Services Partner to Provide RIAs and Fee-Based Advisors with Seamless Platform for Tax-Advantaged Investing
Jefferson National partners with Orion Advisor Services to provide advisors with a seamless platform for tax-advantaged investing.