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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
April 18, 2016

Financial Planning: Robo Consolidation Creates Advisor Value

How robo consolidation will create value for both advisors and consumers, according to Jefferson National’s CEO, Mitch Caplan via Financial Planning.

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: The Big Takeaway on Big Data for Advisors

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

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.

Financial Planning: The Richest Advisors are Targeting Millennials Now

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.

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.  

August 10, 2015

InsuranceNewsNet: Advisors 'Overwhelmingly Positive' About The Future

Jefferson National’s Advisor Authority survey findings show RIAs are positive about the future of their business.

November 23, 2015

International Adviser: Are The Robots Taking Over?

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.” 

December 8, 2015

Investing Insights Whitepaper: A Strategic Approach to Managing Taxes

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.

Investing Insights: Replacing Fixed Income in a Low Rate/Low Yield Environment

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.