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  2. Commonwealth Financial Network - Wikipedia

    en.wikipedia.org/wiki/Commonwealth_Financial_Network

    Commonwealth Financial Network is a privately held Registered Investment Adviser–independent broker/dealer based in Waltham, Massachusetts, and 110 Plaza in San Diego, California, and a new office to be opened in 2024 in Cincinnati, Ohio. [1]

  3. K2 Advisors - Wikipedia

    en.wikipedia.org/wiki/K2_Advisors

    K2 Advisors is an American fund of funds investment firm headquartered in Stamford, Connecticut. Currently it is a subsidiary of Franklin Templeton Investments and is one of the largest fund of hedge funds in the United States.

  4. Edward Jones Investments - Wikipedia

    en.wikipedia.org/wiki/Edward_Jones_Investments

    Edward Jones serves investment clients in the U.S. and Canada, through its branch network of more than 15,000 locations [7] and 19,000 financial advisors. [8] The company currently has relationships with nearly 8 million clients and $1.8 trillion in assets under management worldwide. The firm focuses solely on individual investors and business ...

  5. 7 Money Moves You Should Hurry To Make Before the Year Is Over

    www.aol.com/finance/7-money-moves-hurry-over...

    Brian Kearns, CPA, CFP, founder of Haddam Road Advisors and a member of the Illinois CPA Society’s Personal Financial Planning Member Forum Group, explained what you should hurry to do.

  6. How to find a trusted retirement advisor: Factors to consider ...

    www.aol.com/finance/how-to-find-a-retirement...

    Financial advisor is a broad term that covers several types of professionals, ... for when you can afford to retire and what you’ll be able to do with your time and money 10 years down the road.

  7. Baird (investment bank) - Wikipedia

    en.wikipedia.org/wiki/Baird_(investment_bank)

    Robert W. Baird & Co. is an American multinational independent investment firm and financial services company. It is the principal U.S. operating subsidiary of Baird, an international, employee-owned firm providing investment banking, capital markets, private equity, wealth management, and asset management services to individuals, corporations, institutional investors, and municipalities.

  8. Good News For Financial Advisors: Advice Is the ... - AOL

    www.aol.com/financial-advising-layoff-proof-job...

    The last cyclical recession wiped out financial services. Entire firms melted down, and professionals, ranging from personal advisors to institutional investors, lost their jobs. In 2023, talk of ...

  9. Schonfeld Strategic Advisors - Wikipedia

    en.wikipedia.org/wiki/Schonfeld_Strategic_Advisors

    Schonfeld Strategic Advisors (also known as Schonfeld and SSA) is an American hedge fund based in New York City. Formed in 2015, Schonfeld continues the business that Steve Schonfeld established in 1988 – a family office pioneering in short-term, systematic and algorithmic trading.

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