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  2. Mesirow Financial - Wikipedia

    en.wikipedia.org/wiki/Mesirow_Financial

    Mesirow is a privately held financial services company based in Chicago, Illinois. The firm is employee-owned and 100% of voting shares are held by employees. Mesirow provides investment management, capital markets, wealth management and investment banking services. [1] Mesirow was founded in Chicago, Illinois in 1937.

  3. Personal fiduciary services - Wikipedia

    en.wikipedia.org/wiki/Personal_fiduciary_services

    Personal fiduciary services are fiduciary services provided by a financial institutions or advisors to an individual or family that are typically wealthy or high net worth individual. They are often referred to as private trust , private client, private wealth management , or private banking services in the United States.

  4. Fiduciary management - Wikipedia

    en.wikipedia.org/wiki/Fiduciary_management

    Fiduciary management is an approach to asset management that involves an asset owner appointing a third party to manage the total assets of the asset owner on an integrated basis through a combination of advisory and delegated investment services, with a view to achieving the asset owner's overall investment objectives. In principle, the model ...

  5. First Command Financial Services - Wikipedia

    en.wikipedia.org/wiki/First_Command_Financial...

    First Command provides personalized services through locally based trained and licensed Financial Advisors and through its Home Office in Fort Worth, Texas. The company has a long history of working with military officers and currently offers advice on securities, with an emphasis on mutual funds, annuities, life insurance, and municipal funds ...

  6. The top central U.S. banks reported massive fourth-quarter 2024 earnings to help open the new earnings-reporting season. They all had better-than-expected results across the board, and most posted ...

  7. US judge blocks latest version of labor department's ... - AOL

    www.aol.com/news/us-judge-blocks-latest-version...

    A U.S. judge has blocked a Department of Labor rule from taking effect that would have expanded the types of retirement advisers who are considered fiduciaries, finding the rule was arbitrary and ...

  8. Corebridge Financial - Wikipedia

    en.wikipedia.org/wiki/Corebridge_Financial

    Corebridge Financial is an American multinational financial services company. It provides annuities , life insurance , asset management , retirement planning, and other services. Corebridge was formed after AIG performed a spin-off of the company via an IPO in 2022; AIG retains a 65% stake.

  9. Hilltop Holdings Inc. - Wikipedia

    en.wikipedia.org/wiki/Hilltop_Holdings_Inc.

    Hilltop Holdings Inc. is a financial holding company based in Dallas, Texas. [1] It offers financial products and banking services through three primary subsidiaries: PlainsCapital Bank , [ 2 ] PrimeLending, [ 3 ] and HilltopSecurities.