People Moves Related to "Jefferson National passes the $1 billion mark selling annuities to the advisors who 'hate' them most"
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A $4.4-billion RIA in LA made a very 2021 decision to name two women, both 37, co-CEO for a very old-fashioned reason-- accelerated growth--following previous gender diversity moves
Abacus Wealth Partners has quadrupled its assets under management in six years in tangible correlation to its progressive hiring strategy
