Writer Ben Mattlin interviews a number of advisors and industry experts, including Jefferson National’s Larry Greenberg, to discuss the impact of the DOL Fiduciary Ruling on the VA industry.
Financial Advisor Magazine recently cited Jefferson National’s Advisor Authority Study, which found that 19% of advisors surveyed have already implemented a robo-advice tool into their practice. The author notes that more advisors are beginning to look at robo platforms to expand their business base, while robos are also looking to advisors as a key source of growth for their product and service offering.
Financial Advisor introduces Jefferson National as “a prominent player” in an article discussing the latest trends of variable annuities. Trends show that the quarterly sales of VAs has jumped nearly 12% - outstripping fixed annuities by 2 percentage points.
In response to an article from Financial Advisor, Jefferson National President Larry Greenberg addresses the vital differences between traditional VAs and IOVAS.
Financial Advisor Magazine highlights Jefferson National’s inaugural Advisor Authority study, which found that advisors are using robos for their wealthier, affluent clients.
Trust Company of America and Jefferson National are partnering to provide RIAs and fee-based advisors access to low-cost, no-load, tax-advantaged investing solutions. The partnership is featured in a recent article in Financial Advisor Magazine. It highlights the many benefits of flat-fee IOVAs and the benefits of this new partnership.
How to maximize Tax Deferral? In a recent Financial Planning article, Jefferson National’s Chief Investment and Research Officer, Tom Quinn explains how advisors can implement a more strategic approach to managing taxes by using asset location.
Jefferson National’s CEO Mitch Caplan discusses the challenges that many independent broker-dealers may face as a result of the DOL fiduciary rule.
Jefferson National’s CEO, Mitch Caplan, article, “Now It’s Your Turn to Take on Big Data,” is included in Financial Planning’s 30-day series on “smart ways to grow your practice.”
Jefferson National’s CEO Mitch Caplan discusses post-Brexit planning strategies in his recent article published in Financial Planning.