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

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August 10, 2015

InsuranceNewsNet: Advisors 'Overwhelmingly Positive' About The Future

A recent article by Cyril Tuohy, “Survey: Advisors ‘Overwhelmingly Positive’ About The Future,” published on InsuranceNewsNet.com highlights many of the topline findings from Jefferson National’s Advisor Authority study of more than 500 RIAs and fee-based advisors nationwide.

One finding concludes that advisors are “overwhelmingly positive” about the future; serious about new technology; preoccupied with software integration in their business and not nearly as obsessed with the roboadvice trend as some headlines would have you believe.

The writer goes on to discuss robos with Jefferson National CEO, Mitch Caplan. The survey reveals a link between financially successful advisors and the decision to use it with both affluent and older clientele. As Caplan points out, “In some ways the roboadvice movement has been mischaracterized. It’s not advice, but rather a low-cost execution arm for investing.” Advisors, no matter how successful, seem to be transmitting a clear signal that computer algorithms are no substitute for flesh and blood advisors who dispense the right kind of advice to build and plan for the future.

To read the full article here.