InvestmentNews sought the perspective of Jefferson National President Larry Greenberg on how the DOL’s fiduciary rule will affect the annuity industry.
How to maximize Tax Deferral? In a recent Financial Planning article, Jefferson National’s Chief Investment and Research Officer, Tom Quinn explains how advisors can implement a more strategic approach to managing taxes by using asset location.
Industry expert and Jefferson National President Larry Greenberg shares his insight with Life & Health Advisor about “Bridging the Robo Divide.” According to Greenberg, “Technology is not about replacing advice—it’s about enhancing advice.”
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
In response to an article from Financial Advisor, Jefferson National President Larry Greenberg addresses the vital differences between traditional VAs and IOVAS.
Jefferson National’s CEO Mitch Caplan explains why the most successful advisors this year will focus on tax-advantaged legacy planning solutions and how the “great wealth transfer” can be less taxing for clients in a recent LIFE&Health Advisor article.
The New Year assures many upcoming changes for the financial advice industry. Fortunately, many advisors foresee this shift in landscape to result in more opportunities for their 2016 business. Results from the InvestmentNews 2016 Outlook survey show that three quarters of advisors are optimistic about business growth in the year ahead.
An article from LifeHealthPro highlights the findings of Jefferson National’s 2015 Advisor Authority study. The study unveils the key issues that concern advisors regarding their practices, how to attract and retain new clients, and the future of the industry.
A condensed version of Jefferson National and Tom Quinn’s Investing Insights whitepaper was recently issued by LIFE&Health Advisor. The whitepaper offers strategies that can be implemented before the end of this year, as well as throughout 2016.
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.