We’re the people who
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.
New in the Knowledge Bank
The Tax-Advantaged Approach to Alternative Investing: Volatility has Delivered a Tough Blow to Investors
Alternative strategies can help to reduce risk and enhance diversification through low correlation with the general equity and fixed income markets. This protects portfolios against extreme market conditions.
Get access to all our Advisor Insights
JeffNat's Lau: Innovators of VA industry develop new approach by managing risk at the fund level. http://t.co/a2USuprNXP
Resources for advisors
Jefferson National Launches Innovative Retirement Income Solution for RIAs, Fee-Based Advisors and Their Clients
Jefferson National Launches Innovative Retirement Income Solution for RIAs, Fee-Based Advisors and Their Clients.