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  2. Provident Bank of New Jersey - Wikipedia

    en.wikipedia.org/wiki/Provident_Bank_of_New_Jersey

    Established in 1839, Provident Bank provides financial services for businesses, individuals and families in New Jersey, New York, and eastern Pennsylvania. The bank offers a broad array of deposit, loan, and investment products as well as trust, fiduciary and wealth management services through its wholly owned subsidiary, Beacon Trust Company.

  3. Broadridge Financial Solutions - Wikipedia

    en.wikipedia.org/wiki/Broadridge_Financial_Solutions

    The company agreed in 2021 to acquire the Sweden-based Itiviti from Nordic Capital for $2.5 billion. [6] In 2021, Broadridge announced that RBC Wealth Management-U.S. would be its second client utilizing its new advisor technology platform for wealth management. [20]

  4. John J. Bowen Jr. - Wikipedia

    en.wikipedia.org/wiki/John_J._Bowen_Jr.

    John J. Bowen Jr. (born 1955) is an American businessman and the founder and CEO of CEG Worldwide. [1] He is known for his financial services publications to the public including, The Prudent Investor's Guide to Beating Wall Street at Its Own Game (with Dan Goldie), [2] [3] [4] and Breaking Through: Building a World-Class Wealth Management Business.

  5. New York Life Investments - Wikipedia

    en.wikipedia.org/wiki/New_York_Life_Investments

    New York Life Investment Management LLC [2] is a U.S. investment management company based in Jersey City, New Jersey.Founded in 1986, New York Life Investment's parent company is New York Life Insurance Company, the largest mutual life-insurance company in the United States, and one of the largest life insurers in the world, ranking #71 on the 2023 Fortune 500 list.

  6. Chatham Asset Management - Wikipedia

    en.wikipedia.org/wiki/Chatham_Asset_Management

    In October 2016, the New Jersey hedge fund Chatham Asset Management quietly acquired a two-thirds controlling stake in Postmedia, Canada's largest newspaper chain, by exchanging debt owed to them for the majority ownership When Chatham acquired majority shares in Postmedia Network, even some of Postmedia employees, were not aware of the change ...

  7. Get breaking Business News and the latest corporate happenings from AOL. From analysts' forecasts to crude oil updates to everything impacting the stock market, it can all be found here.

  8. Cetera Financial Group - Wikipedia

    en.wikipedia.org/wiki/Cetera_Financial_Group

    Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States.

  9. LPL Financial - Wikipedia

    en.wikipedia.org/wiki/LPL_Financial

    LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, [4] over US$1 trillion in advisory and brokerage assets, [5] and generated approximately $10.3 billion in annual revenue for the 2023 fiscal year. [6]