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  7. Personal Capital - Wikipedia

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    [6] [7] Personal Capital was formerly known as SafeCorp Financial Corp. [8] The name was changed in 2010 and publicly launched on September 9, 2011. [8] [9] Since 2012, Personal Capital has been registered with the U.S. Securities and Exchange Commission (SEC) as an investment advisor. [10]

  8. Wealth management - Wikipedia

    en.wikipedia.org/wiki/Wealth_management

    Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and ...

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