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Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close

ADVISOR AUTHORITY - Special Data Book 2016: Investor/Advisor Profiles

Explore the different investor and advisor profiles defined by the findings from Advisor Authority in this special report. This report includes a breakdown of each profile and highlights where advisors and investors are aligned when it comes to investing.

August 18, 2016

ADVISOR AUTHORITY - Special Report 2016: Generational Data Book

Explore the generational findings of Advisor Authority in this special report, including a breakdown of investor interests and concerns and tactics you can use to attract the next generation of investor.

July 22, 2015

Reality of The Robo Invasion Isn't What Advisers Think

While much of the industry commentary and media coverage suggests that advisors face an inevitable “robo-invasion", findings from our recent Advisor Authority Study, commissioned by Jefferson National and conducted online by Harris Poll among more than 500 RIAs and fee-based advisers nationwide, show a very different reality. Rather than a threat, today's new generation of robo-advisers can be a valuable tool to help advisers grow their practice and better serve their clients. In fact, the most successful advisers understand that digital advisory solutions such as robo-advisers are an important part of a comprehensive offering.

By Mitchell H. Caplan
June 13, 2016

ADVISOR AUTHORITY – Executive Report 2016: The Innovation and Issues that RIAs, Fee-Based Advisors and Investors Care About Most

It is Jefferson National’s commitment to serving RIAs and fee-based advisors, which is why we conduct our annual Advisor Authority study focusing on the innovation and issues you care about most. New developments to this year’s study include a survey of 733 individual investors and a special report that takes a 360-degree view on volatility.  Advisor Authority spotlights the most successful advisors and the most affluent investors—providing actionable insights for all advisors at every level to serve their clients more effectively and build a more profitable practice.

June 13, 2016

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. 

March 7, 2016

Defining the Outcome: Managing Client Expectations in a Low Return, High Volatility Environment

This report offers a solution to meeting client return expecations in the current market environment.

July 25, 2014

Five Factors For Solving The Retirement Income Challenge

Laurence Greenberg, President of Jefferson National writes in NAPFA Advisor:

Today’s uncertain market, combined with rising tax rates, longer lifespans, and a shrinking safety net, makes retirement planning more important than ever.

By Laurence Greenberg, President, Jefferson National
September 16, 2015

IRI Insight Newsletter: Advisors' Take on The Retirement Income Challenge

In the IRI’s Insight Newsletter, our CEO Mitch Caplan cites results from the Advisor Authority Study, addressing the “very real” Retirement Income Challenge. 

By Mitchell H. Caplan
August 18, 2015

Eight Traits of Highly Successful Advisors

The advisor industry continues to evolve as innovation disrupts the status quo. For those who can evolve with the industry, there will be greater opportunities ahead. Jefferson National’s inaugural Advisor Authority study identifies “Eight Traits of Highly Successful Advisors” who are driving change in our industry.

By Mitchell H. Caplan
July 24, 2015

ADVISOR AUTHORITY - Executive Report: The Innovation and Issues that RIAs and Fee-Based Advisors Care About Most

It is our commitment to serving RIAs and fee-based advisors that inspired us to launch an annual nationwide study that we are calling Advisor Authority. Commissioned by Jefferson National and conducted online by Harris Poll in April, 2015, this study surveys more than 500 financial advisors nationwide, focusing on the innovation and issues you care about most.