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Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

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Create Account to manage your assets on the Jefferson National Account Management website.

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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.

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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.

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August 04, 2015

Barron's Penta Daily: Wealth Trend to Watch

 

Barron’s latest article provides insight on estate planning challenges in an analysis on several recent surveys about wealthy families. Article author, Robert Milburn, notes that technology is changing the nature of advice. According to Jefferon National's latest Advisor Authority 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. As Milburn notes, “this explains why more than half of advisors who currently use robo-advisors say they use it most often for clients with over $1 million in investable assets; one-quarter of advisors take advantage of this technology for clients with more than $10 million.”

Click here to read more about challenges with estate planning and tools used to overcome these issues.