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
June 13, 2016
Findings Show Investors Value Holistic Planning and Fiduciary Standard—and Those Who Work with Advisors More Optimistic than Those Who Do Not.
May 9, 2016
Additional Enhancements Include New Non-Qualified Stretch Calculator and Proposal Generator
May 5, 2016
Leading Tax-Advantaged Investing Solution Adds Alternatives from Janus Aspen Global, Columbia and Permal, and New Funds from PIMCO, Fidelity and Invesco
May 3, 2016
Advisors and Investors More Likely to Vote Republican—But Believe Democrat Will Win
April 20, 2016
Outsource portfolio management to recognized third-party investment advisors (TPIAs) offering proven strategies within leading tax-advantage investing solution
March 29, 2016
Full Integration of Low-Cost Tax-Advantaged Investing Solution on a Highly Efficient Trading Platform Supports Sophisticated Portfolio Management
March 1, 2016
Jefferson National has partnered with Exceed to launch the first “defined outcome” fund within a tax-deferred wrapper to help RIAs and Fee-Based advisors manage the volatile market.