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
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
August 11, 2015

Financial Advisor IQ: RIAs Attract Two Million More Clients: Study

Recent study published in Financial Advisor IQ finds significant growth among RIAs. 

August 10, 2015

Advisor Perspectives: Fees vs. Commissions: Why An Old Debate Is New Again

In a recent Advisor Perspectives article, Bob Veres looks at how robos are changing the discussion around fees and commissions.

August 4, 2015

Barron's Penta Daily: Wealth Trend to Watch

Barron’s latest article on ‘estate planning challenges’ uses topline statistics from Jefferson National’s recent Advisor Authority survey to help explain how technology is changing the nature of financial advice. According to the survey, 19% of financial advisors use robo-advice to automate menial tasks like rebalancing portfolios which, in turn, frees up time and allows the advisor to tackle more complicated advising issues.

August 10, 2015

InsuranceNewsNet: Advisors 'Overwhelmingly Positive' About The Future

Jefferson National’s Advisor Authority survey findings show RIAs are positive about the future of their business.

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. 

July 28, 2015

InvestmentNews: The Great Wealth Transfer is Coming, Putting Advisers at Risk

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.