Unlike many others in its space, Jefferson National’s platform is described as simple and straightforward, according to an article published in Kiplinger.
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.”
LIFE&Health Advisor features CEO, Mitch Caplan on Jefferson National’s latest Advisor Authority findings in an article entitled “A Conservation with Mitchell H. Caplan.”
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.
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.
A LIFE&Health Magazine recent article sites new findings from the TIAA-CREF Advice Matters Survey that reflect the broad misconception among Americans that financial advice is strictly for the affluent. In reality, financial advice is beneficial to anyone who is working toward a specific financial goal.
Jefferson National Chief Investment & Research Officer Tom Quinn discusses “the dogged tenacity of our low-interest climate”, in a recent LIFE&Health Advisor article.
Life&Health Advisor highlights Jefferson National’s newest addition to Monument Advisor - BTS Tactical Fixed Income. The fund seeks to preserve capital while offering downside protection and upside potential, and strives to reduce volatility while delivering consistent long-term returns.
JeffNat President Larry Greenberg is featured in an article from Life&Health Advisor Magazine that focuses on the topics of Legacy Planning and the Finance of Retirement. According to the article, the most successful RIAs and fee-based advisors are retooling their business to serve multiple generations. And legacy planning is becoming increasingly important.
The latest Investing Insights whitepaper by Jefferson National's Chief Investment & Research Officer Tom Quinn was featured in an in-depth article published in this week’s online edition of LIFE&Health Advisor.