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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

LifeHealthPro - RIAs Overwhelmingly Bullish on the Future

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.”

September 22, 2015

LifeHealthPro: 17 Ways to Better Market to Millennials

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.”

December 2, 2015

LifeHealthPro: Here are the innovation and practice issues fee-based advisors care about most

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.

LifeHealthPro: Joining the M&A bandwagon

Jefferson National’s leadership role in the RIA Market is recognized yet again in a LifeHealthPro article. 

August 5, 2015

PlanAdviser: Advisers Using Robo-Advice for Older and Wealthier Clients

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. 

Post-Election Results and Taxes: How They'll Impact Investors

Jefferson National’s CEO Mitch Caplan discusses post presidential election results and its impact on investors and taxes. 

Retirement Advisor Magazine: Inheriting Heirs Will Secure Your Firm's Future

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.'

March 4, 2016

RIA Biz: LPL's Casady is latest to warn of end to commission-sold VAs in retirement plans

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. 

November 4, 2015

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. 

April 12, 2016

The Future is Fee-based

A word from our CEO, Mitch Caplan, on the recent announcement of the Department of Labor Ruling.