According to LifeHealthPro, “RIAs are expecting more growth in their industry – and they expect it to grow at a faster rate than the financial markets.”
LifeHealthPro interviewed 30 millennials to learn first-hand how to attract those within their own generation. A recent article sums up the results in “17 tips for advisors to better market to millennials.”
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.
Jefferson National’s leadership role in the RIA Market is recognized yet again in a LifeHealthPro article.
Jefferson National’s survey dispels the belief that advisers are only offering robo-advice to younger investors. The reality is, RIAs and fee-based financial advisers are using the technology for older and wealthier clients.
Jefferson National’s CEO Mitch Caplan discusses post presidential election results and its impact on investors and taxes.
Jefferson National’s President, Larry Greenberg was featured in the January issue of LifeHealthPro's Retirement Advisor Magazine. His article focuses on what's become known as the 'Great Wealth Transfer.'
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.
RIABiz: Morningstar Report Suggests Jiu-Jitsu Tactic For Buying Annuities: Game Them Right Back By Waiting
RIABiz gathered insights from several industry experts, including Jefferson National’s President Larry Greenberg, to discuss the results from a Morningstar® report. According to the new research, retirees can cut the purchase price of an annuity by as much as 50% if they refrain from buying them right out of the retirement gate.
A word from our CEO, Mitch Caplan, on the recent announcement of the Department of Labor Ruling.