December 1, 2015
Exceed Investments to develop first Variable Insurance Trust built exclusively for Jefferson National's Monument Advisor.
November 4, 2015
Leading Tax-Advantaged Investing Platform Expands Industry’s Largest Lineup by Adding JP Morgan Fund Family and New Funds from John Hancock and Goldman Sachs
October 27, 2015
Partnership Will Provide RIAs and Fee-Based Advisors with Full Integration of Leading Low-Cost Tax-Advantaged Investing Solution and Robust Portfolio Management Platform
October 20, 2015
New partnership with Quovo provides RIAs and Fee-Based advisors with high quality data aggregation.
September 21, 2015
Jefferson National partners with Orion Advisor Services to provide advisors with a seamless platform for tax-advantaged investing.
September 9, 2015
Jefferson National partners with LifeYield to develop new asset location tool.
July 22, 2015
Jefferson National’s First Annual Advisor Authority Study Finds Robo-Advice Reality is Far Different from Perception
July 20, 2015
Jefferson National's Monument Advisor Recognized for Power of Low-Cost Tax Deferral and Industry's Most Alternatives
June 17, 2015
Jefferson National’s First Annual Advisor Authority Study Finds Most Successful Advisors are Marketing Innovators and Technology Adopters
May 5, 2015
Tax-Advantaged Investing Platform Expand Industry’s Largest Lineup with New Fund from ALPS, BlackRock and Neuberger Berman