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Articles tagged "Abacus Wealth Partners"


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Mary Beth Storjohann is one of Abacus two new co-CEOs.

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

Advisor Patrick Ortman broke the silence about lack of black advisors in financial services

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

Most innovative? Judges including Michael Kitces, Jud Mackrill and Tina Powell ponder.

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

Ron Rhoades: I say let these firms so depart the marketplace! There are many, many investment advisory firms willing to provide trusted advice for reasonable fees.

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

Jay Bruce: It was obvious to me this was life-changing money.

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

Patrick Gingras: In most cases we'd prefer not to be in an annuity, period. But you've got to work with the hand you've been dealt.

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

Jason Cole: I have become less of a traditional fan.

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

May 19, 2010 at 6:23 AM

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