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
July 20, 2016
Full Integration with Advisors’ Preferred Tech Tools, Including Top Custodians, Trading Platforms and Account Aggregation, Through Single Centralized Resource
July 11, 2016
Cetera's Financial Advisors and Financial Institutions Have Ability to Leverage Industry’s First Flat-Fee Investment-Only VA to Create Client Value and Enhance their Fee-Based Practice.
June 27, 2016
Jefferson National’s Advisor Authority Special Report takes 360-Degree View on Volatility, examining Causes and Defensive Measures