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.
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.
Jefferson National’s CEO Mitch Caplan discusses post-Brexit planning strategies in his recent article published in Financial Planning.
RIA and blogger Donald Steinmann recommends Jefferson National while discussing the benefits of unlimited tax-deferral and the choice of investment options.
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.
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.”
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.”
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.
Financial Planning highlights Jefferson National’s platform as a lower-priced VA product that is predicted to come to the industry forefront.
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.