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  2. Osaic - Wikipedia

    en.wikipedia.org/wiki/Osaic

    Osaic, formerly known as Advisor Group, is an American wealth management firm. [1] The firm serves approximately 11,600 financial professionals managing more than $653 billion in assets. [ 2 ] While Osaic was initially a network of independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic ...

  3. Cetera Financial Group - Wikipedia

    en.wikipedia.org/wiki/Cetera_Financial_Group

    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.

  4. World Financial Group - Wikipedia

    en.wikipedia.org/wiki/World_Financial_Group

    World Financial Group offices in Johns Creek, Georgia. World Financial Group (WFG) is a multi-level marketing [4] financial and insurance services company based in Johns Creek, Georgia, a suburb of Atlanta, which sells investment, insurance, and various other financial products through a network of distributors in the United States, Canada, and Puerto Rico.

  5. Goldman Sachs to buy wealth manager United Capital for $750 mln

    www.aol.com/news/goldman-sachs-buy-united...

    (Reuters) - Goldman Sachs Group Inc on Thursday agreed to buy boutique wealth management firm United Capital Financial Partners Inc for $750 million in its biggest deal since the financial crisis.

  6. Ladenburg Thalmann - Wikipedia

    en.wikipedia.org/wiki/Ladenburg_Thalmann

    Ladenburg Thalmann provided banking services for the Allies' covert warfare activities throughout World War II. [8] SOE in London was tasked by HM Treasury in July 1942 [9] as the lead British agency for the acquisition of foreign currency, required in small denominations by members of the plethora of British covert wartime agencies, as well as the escape packs of Allied aircrew.

  7. Sound View Wealth Advisors Group, LLC Buys Illinois Tool ...

    www.aol.com/news/sound-view-wealth-advisors...

    Investment company Sound View Wealth Advisors Group, LLC (Current Portfolio) buys Illinois Tool Works Inc, Schwab US Dividend Equity ETF, Vanguard S&P 500 ETF, Vanguard High Dividend Yield Indx ...

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