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Former E-Trade CEO leads management buyout of Jefferson National

Caplan oversees $83 million acquisition of flat-fee VA seller; targets RIAs

Jefferson National, creator of the flat-fee variable annuity, hopes to step up its distribution among fee-based advisers following a management buyout.
Financial Partners Fund, a unit of Citi Capital Advisors, The Stephens Group LLC and Goldman Sachs Asset Management alumnus Eric Schwartz led an $

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