Archive for April 2016

Jefferson National and Trust Company of America Team up to Help RIAs Take Control of Tax-Advantaged Investing

April 6, 2016 by aei_dev in Uncategorized

The alliance integrates Jefferson National’s Monument Advisor, the industry’s first and only flat-fee Investment-Only Variable Annuity (IOVA) with more than 350 underlying funds, with TCA’s robust and flexible model-based portfolio management and trading platform. The potent combination of TCA with… Continue Reading →