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, introduces a new approach to tax planning.
Jefferson National Chief Investment & Research Officer Tom Quinn discusses “the dogged tenacity of our low-interest climate”, in a recent LIFE&Health Advisor article.
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, defines the “Eight Traits of Highly Successful Advisors,” according to Jefferson National’s recent Advisor Authority study.
Jefferson National CEO Mitch Caplan’s latest webcast, “State of JeffNat” is the subject of a new ThinkAdvisor article entitled, “Highest Earning Advisors Are ‘Tech Obsessed’: Jefferson National.” The article focuses on integration, consolidation, and the DOL Ruling.
Unlike many others in its space, Jefferson National’s platform is described as simple and straightforward, according to an article published in Kiplinger.
A word from our CEO, Mitch Caplan, on the recent announcement of the Department of Labor Ruling.
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 President Larry Greenberg is one of the industry experts quoted in an RIA article concerning the DOL Fiduciary Ruling. The article takes a look at how some of the leaders in the industry are reacting to the potential ruling.