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2008 — Received a "Five Star Wealth Manager" award after being nominated as one of the San Diego area's best wealth managers, as based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction.
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Wealth management is a comprehensive service focused on taking a holistic look at a client’s financial picture, including services such as investment management, financial planning, tax planning ...
Wealth Management - As of January 2020, the company employed 320 financial planners overseeing nearly $40 billion across 92,000 retail clients. [31] Workplace - This service manages 401(k) accounts for 1.1 million clients across 7,000 companies as of November 2020. [32]
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A client portal is an electronic gateway to a collection of digital files, services, and information, accessible over the Internet through a web browser. The term is most often applied to a sharing mechanism between an organization and its clients . [ 1 ]
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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 ...