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  2. IIFL Wealth - Wikipedia

    en.wikipedia.org/wiki/IIFL_Wealth

    IIFL Wealth Management Ltd. is an Indian wealth management firm, [3] [4] [5] headquartered in Mumbai, India. The company has a presence in 7 countries and 23 locations in India. [ 6 ] It offers wealth management , asset management , portfolio management services, investment products, treasury services, estate planning and lending among others.

  3. 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 ...

  4. ET Money - Wikipedia

    en.wikipedia.org/wiki/ET_Money

    ET Money is an Indian fintech and wealth management platform which was founded in 2015 . [2] It offers a variety of financial products and services, including mutual funds, insurance, fixed deposits, NPS and SIPs. [3] The investments tracked and managed on the app is US$3 billion (₹ 22,500 crore) as of March 2022. [1]

  5. Working Mother and SHOOK Research's 2021 Top Wealth Advisor ...

    www.aol.com/working-mother-shook-researchs-2021...

    Christina Collins, Wealth Management Advisor with Northwestern Mutual’s Private Client Group, Northwestern Mutual Christina Collins Sebastian (16), Josh (13), Michael, Christina's nephew Brendan ...

  6. 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.

  7. A beginner’s guide to investment styles and which one works ...

    www.aol.com/finance/beginner-guide-investment...

    Bankrate’s financial advisor matching tool can help you find an advisor in your area. Active vs. passive. One of the biggest differences in investment styles is between an active and passive ...

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