LIFE&Health Advisor: A Conversation With Mitchell H. Caplan
LIFE&Health Advisor features CEO, Mitch Caplan on Jefferson National’s latest Advisor Authority findings in an article entitled “A Conservation with Mitchell H. Caplan.”
Author Peter Kelly spoke to Mitch Caplan about the scope of the annual Advisor Authority study. Throughout the interview, Mr. Caplan discussed the evolving advisory industry and the emerging prospects for a career in advice.
Jefferson National’s 2017 Advisor Authority study was developed to better understand the mindset of RIAs and fee-based advisors. Mitch Caplan notes that this year, we were able to identify certain advisor profiles and certain categories of investors, and how they interplay. These profiles show where investors and their advisors are aligned on how they invest, what they expect from the markets and the type of relationship they seek with each other.
Check out the full interview, here.