Jefferson National

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  Top Portfolio Products: New Target Volatility Portfolio From Fidelity

  By Marlene Y. Satter, AdvisorOne  |  May 10, 2013

  New products introduced over the last week include a new target volatility portfolio by Fidelity and a new emerging-markets local debt portfolio from Invesco PowerShares.

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  New Hire Roundup: Christian Brothers Appoints Four

  By Marlene Y. Satter, AdvisorOne  |  March 27, 2013

  This week in new hires, Christian Brothers Investment Services announced four key appointments, and American Century welcomed Joseph Schultz.

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  Will U.S. Kick 401(k) Subsidies Off Cliff?

  By Gil Weinreich, AdvisorOne  |  December 6, 2012

  At a time of nearly desperate negotiations to find savings needed to avert the fiscal cliff, ending the taxpayer subsidy–to the tune of $100 billion–of retirement savings accounts seems to many to be a no-brainer.

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  CE, Variable Annuity and Securities Licenses and RIAs

  By Mike Patton  |  December 3, 2012

  How I fulfilled my continuing ed requirements, and what I learned about my state VA license.

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  Jefferson National Adds Alternative Investments to Help ‘Fiscal Cliff’ Anxiety

  By John Sullivan, AdvisorOne  |  November 29, 2012

  More than 68% of advisors have increased their use of alternative investments.

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  New Hire Roundup: Feldman Named Gold Bullion CEO

  By Marlene Y. Satter, AdvisorOne  |  July 18, 2012

  This week in new hires, Steven Feldman was named CEO and Eric Schwartz was made chairman of the board at Gold Bullion International, and United Capital brought in three new management team members.

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  Jefferson National Adds Alternative Investment Offerings

  By John Sullivan, AdvisorOne  |  May 14, 2012

  Company claims recent additions means it has more than 65 tax-deferred funds in the alternative investment category.

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  Dispatches from the Tax-Efficient Frontier

  By David Lau  |  February 1, 2011