InvestmentNews sought the perspective of Jefferson National President Larry Greenberg on how the DOL’s fiduciary rule will affect the annuity industry.
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.
In an InvestmentNews article, writer Gary Manguso explains just how vulnerable robo-advisors will be to market dips and why only “a select few” will rise from the ashes. Manguso backs this allegation by generating points of comparison between the history of TAMPs and the future of the robo-advisors.
According to an article posted by InvestmentNews, “over the next 30 years, an epic $30 trillion will be passed down from baby boomers to Generation X to millennials.” However, surprising reports from a Corporate Insight survey suggest that only 20% of advisors are targeting these younger family members of their clients, putting themselves at high risk of losing their hard-earned assets and threatening the reputation of their business.
An article from Investopedia mentions JeffNat when discussing the “Best Strategy” for using a VA. The author highlights the benefits of using low-cost VAs, especially after maxing out 401(k) and IRA contributions.
In an Investor’s Business Daily article, Jefferson National CEO Mitch Caplan introduces findings from our Advisor Authority study to explain what is needed to succeed in today's competitive marketplace.
Jefferson National’s CEO, Mitch Caplan, introduces a new approach to tax planning.
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 will host a session titled “Bridging the Robo Divide: Learn from the Experts and Early Adopters” at FPA’s Annual Conference on September 27.
The Journal of Financial Planning’s Practice Management Blog cites results from Jefferson National’s Advisor Authority Study, including the top three “biggest concerns” of clients and what advisors are saying is the No. 1 issue for both the macro environment and investment execution.