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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

Finding Innovation in Fee Based Trends

As part of their “30-30 series,” Financial Planning published an article written by Jefferson National’s CEO, Mitch Caplan. Financial Planning’s “30-30 series” focuses on ways advisors can upgrade their practice.  

Financial Planning: Tech matches wealthiest clients with advisors

Jefferson National’s CEO, Mitch Caplan, discusses technology, the role for robos, and the importance of relationships and guided advice in his recent Financial Planning article. 

Financial Planning: Post-Brexit: How planning strategies for advisors must evolve

Jefferson National’s CEO Mitch Caplan discusses post-Brexit planning strategies in his recent article published in Financial Planning. 

October 21, 2015

Donald's Investment Tips Blog: The Truth About Variable Annuities

RIA and blogger Donald Steinmann recommends Jefferson National while discussing the benefits of unlimited tax-deferral and the choice of investment options. 

Financial Advisor IQ - Rise of the Machine: Robo-Advisors Plot to Take Over

A MyPrivateBanking.com study cited by InvestmentNews, states that the collective robo-advisor asset figure is expected to grow from $14 billion (2014) to $225 billion within the next five years. According to Deborah Fox, Founder of Fox Financial Planning Network, the advisors who don’t incorporate these services into their practice will soon fall behind.

LifeHealthPro - RIAs Overwhelmingly Bullish on the Future

According to LifeHealthPro, “RIAs are expecting more growth in their industry – and they expect it to grow at a faster rate than the financial markets.”

June 13, 2016

The Future of Advisors is Fee-Based and Tech Obsessed

Hear from our CEO Mitch Caplan on the ever-evolving advisor industry. According to Mr. Caplan, “The advisory industry has been evolving and two trends are clear: The future is fee-based—and advisors are tech-obsessed.”

April 4, 2016

Bloomberg: At Last, Brokers Must Put Your Retirement Needs First

Jefferson National’s CEO Mitch Caplan was featured in a Bloomberg News article regarding the DOL fiduciary ruling. The article explains the ruling from the perspective of the end consumer. 

April 29, 2016

Financial Planning: The DOL Impact on Variable Annuity Sales

Financial Planning highlights Jefferson National’s platform as a lower-priced VA product that is predicted to come to the industry forefront.

September 22, 2015

Jefferson National Hosts Session, "Bridging The Robo Divide" at FPA's Annual Conference

Jefferson National will host a session titled “Bridging the Robo Divide: Learn from the Experts and Early Adopters” at FPA’s Annual Conference on September 27.