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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

LifeHealthPro - RIAs Overwhelmingly Bullish on the Future

 

According to LifeHealthPro, more money is being put into the advisor’s pocket as the bull market brings more clients in the door creating greater assets under management. Results from the 629 RIAs interviewed for Charles Schwab’s Independent Advisor Outlook Study show that 93% of the RIAs surveyed expect more growth in their industry, while 53% anticipate the RIA business to grow at a faster rate than any other financial market. Technology is thought to be playing a huge role in this success. Around 70% of RIAs claim that technology is improving their client experience while also making their firm more profitable.  New technology is also being considered in order to attract and more efficiently serve the new generation of clients. 


Read more about the expected growth if the RIA industry here.