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  2. Jefferies Group - Wikipedia

    en.wikipedia.org/wiki/Jefferies_Group

    Jefferies Group LLC is an American multinational independent investment bank and financial services company that is headquartered in New York City.The firm provides clients with capital markets and financial advisory services, institutional brokerage, securities research, and asset management.

  3. Focus Financial Partners - Wikipedia

    en.wikipedia.org/wiki/Focus_Financial_Partners

    When Focus made its IPO in July 2018, The Wall Street Journal said the company's public offering was the "first opportunity for stock investors to get in on the booming market for independent financial advice.” [4] It was also described as “a bellwether that could open the door to liquidity for RIAs,” by Barron's [5] and “a watershed moment for the RIA space,” by WealthManagement.

  4. Consumer Reports - Wikipedia

    en.wikipedia.org/wiki/Consumer_Reports

    Consumer Reports has helped start several consumer groups and publications, in 1960 helping create global consumer group Consumers International and in 1974 providing financial assistance to Consumers' Checkbook which is considered akin to Consumer Reports for local services in the seven metropolitan areas they serve.

  5. Looking for a Financial Advisor? These Are the 10 Best Firms ...

    www.aol.com/finance/looking-financial-advisor-10...

    Identifying the right financial advisor takes time. It's a challenging process requiring a high level of trust. While it may be scary to give control of your hard-earned assets over to another...

  6. 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 ...

  7. Ameriprise Financial - Wikipedia

    en.wikipedia.org/wiki/Ameriprise_Financial

    Ameriprise Financial Services, a financial planning and retail distribution subsidiary, is a registered broker-dealer and registered investment adviser. It has an integrated model of comprehensive and personalized financial planning, diversified product manufacturing and affiliated and unaffiliated distribution through its network of financial ...

  8. What is an investment advisor and what do they do? - AOL

    www.aol.com/finance/investment-advisor-191437947...

    Finding a trustworthy investment advisor is akin to dating. It requires time, effort and a lot of discernment. After all, developing a relationship with an investment advisor who knows your ...

  9. John Elliott Tappan - Wikipedia

    en.wikipedia.org/wiki/John_Elliott_Tappan

    John Elliott Tappan (August 29, 1870 - January 16, 1957) was an American lawyer and businessman from Minneapolis, Minnesota.Tappan founded Investors Syndicate in 1894, an investment company which later became Investors Diversified Services (IDS), then American Express Financial Advisors, and is known today as Ameriprise Financial and RiverSource.

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