How robo consolidation will create value for both advisors and consumers, according to Jefferson National’s CEO, Mitch Caplan via Financial Planning.
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.
In a recent Financial Planning article, industry expert and Jefferson National’s CEO, Mitch Caplan, explains why 2016 will be the year of big data in Wealth Management
Financial Planning highlights Jefferson National’s platform as a lower-priced VA product that is predicted to come to the industry forefront.
In a recent Financial Planning article, author and Jefferson National CEO Mr. Caplan points out that the door is open for advisors to engage with this emerging market of untapped clients who are starting their careers — and starting to build more wealth.
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 Advisor Authority survey findings show RIAs are positive about the future of their business.
International Adviser features Jefferson National CEO, Mitch Caplan, in an article that addresses the common concerns of advisors who are trying to keep up with technological changes. According to the article, “Many advisors wonder whether embracing this change will eventually make them obsolete.”
Jefferson National launches Thomas J. Quinn’s Investing Insights whitepaper series, leading with “A Strategic Approach to Managing Taxes.” As Chief Investment & Research Officer of Jefferson National, Quinn demonstrates how to minimize year-end taxes through the concept of Asset Location – a strategy that is proven to increase returns 100-200 bps per year, without increasing risk.
Jefferson National launches Thomas J. Quinn’s latest Investing Insights white paper, “Replacing Fixed Income in a Low Rate/Low Yield Environment.” As Chief Investment & Research Officer of Jefferson National, Quinn discusses solutions for the current environment—where rates are at record lows and 33% of all government bonds worldwide have negative yields—radically changing how bonds will perform and how they should be used.