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  2. 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.

  3. Avantax - Wikipedia

    en.wikipedia.org/wiki/Avantax

    Year Event 2015 Blucora announces acquisition of HD Vest [3]: 2019 Avantax closed the acquisition of all the issued and outstanding common stock of 1st Global, a tax-focused wealth management company.

  4. Putnam Investments - Wikipedia

    en.wikipedia.org/wiki/Putnam_Investments

    In 2011, Putnam received the DALBAR Service Award for the 21st consecutive year for "industry leading service to shareholders and financial professionals." [ 19 ] [ 20 ] On May 31, 2023, Great-West Lifeco announced that Franklin Templeton Investments would acquire Putnam for $925 million.

  5. Analysis-Looming tariffs worry Wall Street over earnings hit ...

    www.aol.com/news/analysis-looming-tariffs-worry...

    NEW YORK (Reuters) -Investors are bracing for a looming hit to U.S. corporate profits and pressure on inflation if President Donald Trump makes good on his tariff threats, with markets seen as not ...

  6. Genworth Financial - Wikipedia

    en.wikipedia.org/wiki/Genworth_Financial

    In June 2006, the company agreed to buy AssetMark Investment Services for $230 million. [14] In 2007, another GE Capital insurance company, First Colony Life Insurance Company, merged with the company's life insurance division and became the surviving entity. [15] In May 2007, the company sold its employee benefits business to Sun Life ...

  7. Hot Jan US CPI surprise argues for Fed staying in neutral - AOL

    www.aol.com/news/hot-jan-us-cpi-surprise...

    The CPI jumped 0.5% last month after gaining 0.4% in December, the Labor said on Wednesday. Economists polled by Reuters had forecast the CPI gaining 0.3% and rising 2.9% year-on-year. Fed funds ...

  8. 7 best investing platforms for 2025: Low-cost options to put ...

    www.aol.com/finance/best-investment-platforms...

    SoFi was founded in 2011 as a student loan refinancing company. In 2019, SoFi — , short for Social Finance — expanded into investment services, offering a user-friendly platform to new investors.

  9. List of asset management firms - Wikipedia

    en.wikipedia.org/wiki/List_of_asset_management_firms

    An asset management company is an asset management / investment management company/firm that invests the pooled funds of retail investors in securities in line with the stated investment objectives. For a fee, the company/firm provides more diversification , liquidity , and professional management consulting service than is normally available ...

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