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2. Is your 401(k) portfolio too conservative? 3 ways to tell

   www.aol.com/finance/401-k-portfolio-too...

   A good financial advisor can help you avoid having a too-conservative 401(k) and help you select the right mix of investments for your financial situation. 2. Your 401(k) has a hefty allocation to ...

3. 7 best investing platforms for 2025: Low-cost options to put ...

   www.aol.com/finance/best-investment-platforms...

   SoFi was founded in 2011 as a student loan refinancing company. In 2019, SoFi — , short for Social Finance — expanded into investment services, offering a user-friendly platform to new investors.

4. How to choose a financial advisor: 4 tips for finding the ...

   www.aol.com/finance/choose-financial-advisor-6...

   Type of financial advisor. Overview. Robo-advisors – automates the investment process by building an investment portfolio based on your goals and risk tolerance. Typical cost: Typically around 0 ...

5. Cetera Financial Group - Wikipedia

   en.wikipedia.org/wiki/Cetera_Financial_Group

   In April 2019, Cetera completed the purchase of select assets of Foresters Financial’s U.S. broker-dealer and investment advisory business, rebranding it and the 43 branches it comprises as Cetera Investors. [27] In June 2021, Cetera completed the acquisition of assets related to Voya Financial Advisors’ independent financial planning channel.

6. 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 ...

7. Lovell Minnick Partners - Wikipedia

   en.wikipedia.org/wiki/Lovell_Minnick_Partners

   Lovell Minnick Partners targets portfolio companies across financial services and related business services. Some of the areas of specialization include asset management, wealth management, investment product distribution, specialty finance, insurance brokerage and services, financial and insurance technology, and related business services.