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  2. Nutmeg (company) - Wikipedia

    en.wikipedia.org/wiki/Nutmeg_(company)

    Nutmeg was founded in 2011 by Nick Hungerford (1980–2023) and William Todd. In 2019, The Economist described Nutmeg as a "hit fintech startup" and as being a client of Carta, a firm that keeps track of the stakes in companies. [6] Martin Stead left the company in 2019, following a loss of £18.6 million. Nutmeg has yet to make a profit. [7]

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

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

    Yes, you can often get free financial advice from the company that manages your 401(k), your retirement accounts or even a robo-advisor service. However, free advice can be limited and may not ...

  4. I’m a Financial Advisor: This Is the Advice I Give My ... - AOL

    www.aol.com/finance/m-financial-advisor-advice...

    Aside from significant purchasing power -- the wealthy have another secret weapon in their financial arsenal: sage advice from financial advisors. Read More: Suze Orman Says You Need To Do This ...

  5. Suze Orman shared with Americans the best way to avoid the ...

    www.aol.com/finance/suze-orman-shared-americans...

    What are the financial steps you might take today to be kindest to your future older self? The 88-year-old, the 90-year-old, the 95-year-old?” Add real estate to your retirement portfolio

  6. Robo-advisor - Wikipedia

    en.wikipedia.org/wiki/Robo-advisor

    Legally, the term "financial advisor" applies to any entity giving financial advice. Most robo-advisor services are instead limited to providing portfolio management, [ 15 ] that is the allocation of investments among asset classes, without addressing issues such as estate and retirement planning and cash-flow management, which are also the ...

  7. Financial advisor’s advice: How to approach finances ... - AOL

    www.aol.com/finance/financial-advisor-advice...

    Financial advice from a financial planner. Genkin has helped dozens of couples with their finances at her firm. And as a certified divorce financial analyst, she’s also seen what happens when ...

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