November 7, 2017
Recent changes to Monument Advisor platform include the addition of 2 investment options, 16 underlying fund name changes, and the closing of 1 underlying fund.
November 6, 2017
Special Report Reveals One-Third of Emerging HNW and More Affluent Investors Do Not Have Advisors, Identifies Their Unique Needs to Drive Client Satisfaction and Advisor Success.
July 24, 2017
Special Report’s 360-Degree View of Customer Experience Reveals What Matters Most to Unlock Client Satisfaction and Advisor Success.
June 27, 2017
Fiduciary Standard a Top Driver for Choosing an Advisor—and More than Eight in Ten Advisors Say Fiduciary Model Will Benefit Their Practice
May 23, 2017
Third Annual Advisor Authority Study Shows Gridlock in Washington Spikes among Top Macro Issues Advisors and Investors Believe Will Adversely Impact Portfolios
May 9, 2017
Designed Expressly for RIAs and Fee-Based Advisors: Simple, Low Cost, Transparent and More Choice
May 3, 2017
Award-Winning Strategy from MainStay and Five New Funds Subavised by Top Managers Including Dimensional Fund Advisors (DFA), JPMorgan, Neuberger Berman and American Century
March 1, 2017
Nationwide completes acquisition of Jefferson National and commits to preserving and supporting existing structure and teams.
February 27, 2017
According to Jefferson National’s Latest Survey Advisors Say Tax Reform Top of Mind for Clients and Most Likely to Impact Portfolio Management.
December 5, 2016
Ultra-High Net Worth Investors Likely to be Younger and Prefer Active Management; High Earning Advisors More Likely to Use Active Management and Target Younger Clients, according to Jefferson National’s second annual Advisor Authority Study