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James Joseph Puplava (born 1950 [3]) is an investment analyst, financial planner and financial podcast host born in Gary, Indiana. [4] He is the founder and president of Financial Sense Wealth Management. He is also chief author and host for the Financial Sense Newshour. His companies manage $500 million for more than 825 clients. [5]
As a result of the purchase, ownership by TCW management and employees increased to 44%, while Carlyle maintains a 31% interest in the firm. As of June 30, 2024, TCW had $197 billion of assets under management or committed to management. [8] The President and CEO of The TCW Group is Katie Koch. [9]
Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States.
Get breaking Business News and the latest corporate happenings from AOL. From analysts' forecasts to crude oil updates to everything impacting the stock market, it can all be found here.
Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and ...
The 2008 financial crisis didn’t happen overnight. Rather, it was the culmination of a series of factors. The details of what led to the financial crisis are detailed in the 2010 book “The Big ...
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