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
November 14, 2016
New Research from Chief Investment & Research Officer Helps RIAs and Fee-Based Advisors Harness Power of Liquid Alternatives to Manage Risk with Greater Upside Potential.
November 10, 2016
Securities America’s Advisors Now Have the Ability to Leverage Industry’s First Flat-Fee Investment-Only VA to Enhance their Fee-Based Practice
August 22, 2016
Successful Advisors drive greater growth and profits by meeting needs of Next-Generation Investors, according to Jefferson National’s second annual Advisor Authority Study
August 3, 2016
Jefferson National’s Latest Survey Shows Advisors Remain Confident in Face of Britain’s Unprecedented Vote to Leave the European Union
July 25, 2016
Jefferson National Integrates Laser App to Streamline Application Process