Articles tagged "Abacus Wealth Partners"
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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
November 27, 2021 at 12:57 AM
How an RIA's tweets pointed out the obvious--the lack of diversity in the mostly white RIA industry-- and opened the door to a dialogue on creating more minority opportunity
Patrick Ortman, a solo RIA who grew up among Black siblings, set out to congratulate RIA firms with diverse staffs, but a simple search found just the opposite.
June 25, 2020 at 1:51 AM
Orion draws a record pack of hackers to Utah to code, bond -- and compete
From 7,000 feet above sea level, 90 RIA software types breathed thin air en route to zapping redundant portals
September 12, 2016 at 6:56 PM
Why Wall Street's DOL killer threat -- that 'millions' of IRA investors will go unadvised under new rules -- is hogwash
Investors already have options and Wall Street's withdrawal, already in progress, can only improve investor outcomes
June 8, 2015 at 10:29 PM
NFL Players Association raises the bar for financial advisors as more RIAs suit up to tackle the bottom lines of underserved sports stars
Attention advisors hoping to become -- or remain -- NFLPA-certified: You need to get your bona fides in by this Friday
November 29, 2012 at 6:21 AM
Jefferson National passes the $1 billion mark selling annuities to the advisors who 'hate' them most
The insurer's pared down, flat-fee product garners praise through gritted RIA teeth
December 7, 2011 at 4:10 PM
How the NFL Players Association brought financial advisors to Florida to better marry them to its members
Advisors new to the league's program must attend the conference during their “rookie” season
