Columbus, OH - Even as the COVID-19 pandemic is upending the global economy, driving unprecedented market volatility and record jobless claims, a clear majority of American adults age 18+ (59%), as well as a subset of U.S. investors with …

Louisville, KY — A new Special Report from the fifth annual Advisor Authority study commissioned by Nationwide Advisory Solutions, takes an in-depth look at the emerging market of Millennial (ages 18 – 38) and Generation X …

Louisville, KY — Nearly three in ten Millennial advisors (29%) say that adding new technology is the most important thing they will do over the next 12 months to enhance the profitability of their practice, roughly three times more than …

Louisville, KY — Nearly six in ten High Net Worth (HNW) investors and nearly two-thirds of Ultra HNW investors anticipate market volatility will increase in the next twelve months (59% vs. 65%). A similar number of the HNW and Ultra HNW …

Louisville, KY – Following the recent IRS Private Letter Ruling allowing favorable tax treatment of advisory fees from non-qualified annuities, Nationwide Advisory Solutions continues to optimize its retirement income solutions built …

Louisville, KY – Now Registered Investment Advisors (RIAs) and fee-based advisors can adopt the seven traits that highly successful advisors have been leveraging year over year to earn more and manage more AUM, according to the latest findings …

Louisville, KY – Nationwide, one of the largest providers of insurance and financial services products in the U.S., today announced that it has received a favorable private letter ruling (PLR) from the Internal Revenue Service (IRS) …

Louisville, KY — While women investors are slightly more likely than men investors to have an optimistic financial outlook for 2019 (56% vs 53%), women are clearly less optimistic than men about the US stock market in 2019 (36% vs 50%) …

Louisville, KY — Two-thirds of investors (66%) and more than half of Registered Investment Advisors (RIAs) and fee-based advisors (56%) anticipate market volatility will increase over the next 12 months. As uncertainty is on the rise, …

Louisville, KY — Merger and acquisition (M&A) activity in the Registered Investment Advisor (RIA) industry hit a new record for the fifth consecutive year in 2018, with transactions increasing 20 percent over the prior …

Louisville, KY — As April 15th approaches, and the reality of the most dramatic tax reform package in nearly three decades becomes clear, the Registered Investment Advisors (RIAs) and fee-based advisors who say that the majority of …

Louisville, KY – Nationwide Advisory Solutions, a leading innovator of investing solutions for registered investment advisors (RIAs), fee-based advisors and the clients they serve, has achieved another milestone with the launch of …

COLUMBUS, Ohio – Registered Investment Advisors (RIAs), fee-based advisors and the clients they serve will benefit from more holistic financial planning through a new collaboration between Nationwide and Envestnet, a leading provider of …

Louisville, KY — A new Special Report from the fourth annual Advisor Authority Study commissioned by Nationwide Advisory Solutions, formerly known as Jefferson National, zeros in on the thriving market of more affluent investors, …

Louisville, KY – Nationwide Advisory Solutions, a leading innovator of investing solutions for registered investment advisors (RIAs), fee-based advisors and the clients they serve, has launched Nationwide Advisory Income?, the industry’s …

Louisville, KY – Ten years after the greatest financial crisis in a generation, more than six in ten (61%) Registered Investment Advisors (RIAs) and fee-based financial advisors say today’s investors are better prepared to make it …

Louisville, KY — Registered Investment Advisors (RIAs) and fee-based advisors can adopt ten traits of highly successful advisors to help them earn more and manage more AUM, according to the latest findings from the fourth annual Advisor …

Louisville, KY — Continuing to enhance its digital advisor experience and planning resources for Registered Investment Advisors (RIAs), fee-based advisors and the clients they serve, Nationwide Advisory Solutions, formerly known as Jefferson …

Louisville, KY — Nationwide Advisory Solutions adds nine new funds to Monument Advisor, the industry’s first[i] and only Flat-Fee[ii] Investment-Only Variable Annuity (IOVA). A leading distributor of tax-advantaged investing …

Louisville, KY – As Artificial Intelligence continues to dominate the headlines and disrupt the status quo, a new Advisor Authority special report commissioned by Nationwide Advisory Solutions, and conducted online by The Harris …

Louisville, KY – Nationwide Advisory Solutions continues building momentum in the 2018 Awards Season, winning two Awards of Distinction in the 2018 AIVA Communicator Awards. Nationwide Advisory Solutions has earned these honors in a …

Louisville, KY – Awards Season is in full swing—and Nationwide Advisory Solutions is off to a strong start as a Double-Platinum Winner of the 2018 Hermes Awards. Nationwide Advisory Solutions has earned the highest possible honor in …

Louisville, KY – April 30, 2018 – Nationwide Advisory Solutions, formerly known as Jefferson National, announces 30 high-skilled, high-wage positions opening in Louisville, KY over the next 6 months, increasing an ongoing commitment …

Louisville, KY — After the stock market closed a volatile week, with the Dow Jones Industrial Average ending down more than 1,300 points, the vast majority of RIAs and fee-based advisors say they anticipated client concerns and prepared …

Louisville, KY – A new Special Report from the third annual Advisor Authority Study, commissioned by Jefferson National, operating as Nationwide’s advisory solutions business, and conducted online by The Harris Poll, profiles …

Louisville, KY – November 6, 2017 –A new Special Report from the third annual Advisor Authority Study, commissioned by Jefferson National, operating as Nationwide’s advisory solutions business, zeros in on the …

Louisville, KY – Customer experience is a key competitive advantage that is essential for advisors to attract and retain satisfied clients, is fundamental for the growth and health of a profitable practice—and is expected to …

Louisville, KY – The first phase of the Department of Labor's (DOL) Fiduciary Rule went into effect recently, and while investors may not understand every nuance of the new rule, investors and advisors are clearly aligned on the …

Louisville, KY – As lawmakers continue to dominate the headlines, Washington politics is rated among the top three trends that will impact both financial advisors’ and individual investors’ approach to investing in 2017, …

Louisville, KY and Columbus, OH — Jefferson National, operating as Nationwide’s advisory solutions business, has launched a new product enhancement on the industry’s first[i] and only flat-fee[ii] Investment-Only …