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INSIGHTS
Sharing our perspective on topics that matter.
12 Questions to Ask a Financial Advisor Before Switching
Financial Planning Committee
April 10, 2026
If you’ve decided it may be time to switch your financial advisor, it’s worth pausing before making the move. Taking a moment to reassess the
17 years on Barron’s list of Top 1,500 Financial Advisors? That’s not luck.
Cärin Viertel, Director of Client Services
April 8, 2026
At JNBA Financial Advisors, we don’t do what we do for awards. But it is always an honor when the work we deeply care about
Book Club: How to Know a Person by David Brooks
Financial Planning Committee
April 7, 2026
At JNBA, financial planning has always been about more than numbers. It’s about people; their goals, fears, memories, and the meaning they attach to money.