Hear from our CEO Mitch Caplan on the ever-evolving advisor industry. According to Mr. Caplan, “The advisory industry has been evolving and two trends are clear: The future is fee-based—and advisors are tech-obsessed.”
In a video interview with Gregg Greenberg of The Street, Jefferson National’s CEO Mitch Caplan discusses the importance of balancing digital advisory solutions with guided advice. According to Caplan, “Robo-advisors are not the enemy of (RIAs) because in the end, nothing can replace guided advice.”
Recent article from Think Advisor addresses the concerning issue that clients may be paying too much in taxes.
ThinkAdvisor recently interviewed Jefferson National CEO, Mitch Caplan, to gain insight on the ideas presented in a panel discussion at Peak Advisor Alliance’s fall Excell conference. According to Caplan, adopting technology can enable advisory firms to stand above their competition by helping showcase their true differentiator: human capital.
For years, Jefferson National has followed the polarizing debate around whether variable annuities are a key part of retirement planning—or the worst of all possible investment vehicles. See how this debate unfolds in a recent ThinkAdvisor article written by Jefferson National President, Larry Greenberg, entitled “Annuities are neither Good nor Bad—as Long as Clients Come First.”
Jefferson National CEO Mitch Caplan’s latest webcast, “State of JeffNat” is the subject of a new ThinkAdvisor article entitled, “Highest Earning Advisors Are ‘Tech Obsessed’: Jefferson National.” The article focuses on integration, consolidation, and the DOL Ruling.