News from Jefferson National A wide array of domestic and global news stories; news topics include politics/government, business, technology, religion, sports/entertainment, science/nature, and health/lifestyle. Articles that appear in this section may be written in English or other languages.

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Sep 14, 2017, 10:00 ET Third Annual Advisor Authority Study Identifies Eight Key Traits of Highly Successful Advisors to Help RIAs and Fee-Based Advisors Refine Their Own Path to Success

A Special Report based on the latest findings from the third annual Advisor Authority Study commissioned by Jefferson National, operating as...


Jul 24, 2017, 11:00 ET Third Annual Advisor Authority Study Confirms Customer Experience is Key Competitive Advantage for RIAs and Fee-Based Advisors to Retain Clients and Drive Greater Growth

Customer experience is a key competitive advantage that is essential for advisors to attract and retain satisfied clients, is fundamental for the...


Jun 27, 2017, 09:00 ET Third Annual Advisor Authority Study Shows Investors and Advisors Aligned on Importance of Fiduciary Standard--Regardless of DOL Fiduciary Rule

The first phase of the Department of Labor's (DOL) Fiduciary Rule went into effect recently, and while investors may not understand every...


May 23, 2017, 09:00 ET Washington Politics Rated One of Top Three Trends That Will Impact Advisors' and Investors' Approach to Investing in 2017

As lawmakers continue to dominate the headlines, Washington politics is rated among the top three trends that will impact both financial advisors'...


Apr 29, 2013, 08:30 ET Jefferson National Teams with Envestnet to Add 14 New Model Portfolios to Monument Advisor Flat-Fee Variable Annuity (VA)

 Jefferson National, a recognized innovator of tax-advantaged investing solutions for Registered Investment Advisors (RIAs) and fee-based...


Feb 20, 2013, 09:00 ET Jefferson National Partners with CMG Capital Management Group to Launch Next New Suite of Tactically Managed Model Portfolios

Jefferson National, a recognized innovator of tax-advantaged investing solutions for Registered Investment Advisors (RIAs) and fee-based advisors,...


Jan 30, 2013, 09:00 ET Jefferson National Partners with Braver Capital Management to Launch New Suite of Tactically Managed Model Portfolios

 Jefferson National, a recognized innovator of tax-deferred investing solutions for Registered Investment Advisors (RIAs) and fee-based...


Dec 13, 2012, 09:00 ET RIAs and Fee-Based Advisors Say Tax-Deferred Investing Essential to Navigating Fiscal Cliff

 According to a new survey of Registered Investment Advisors (RIAs) and fee-based advisors conducted by Jefferson National, 75% say their...


Nov 29, 2012, 09:13 ET Jefferson National Meets Advisors' Urgent Demand to Mitigate Risk, Manage Volatility and Boost Tax-Efficiency by Further Expanding Industry's Most Alternative Investment Options

 Jefferson National, a leading innovator of tax-deferred investing solutions for Registered Investment Advisors (RIAs) and fee-based...


Nov 08, 2012, 09:00 ET Jefferson National Named "The Gold-Standard in Tackling Fee-Based Structures" by Cerulli Associates

 Jefferson National, a leading provider of innovative tax-deferred investing solutions for Registered Investment Advisors (RIAs) and...