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2. 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 ...

3. Commodity pool operator - Wikipedia

   en.wikipedia.org/wiki/Commodity_Pool_Operator

   A Commodity pool operator (CPO) is an individual or organization that solicits or receives funds to use in the operation of a commodity pool, syndicate, investment trust, or other similar fund, specifically for trading in commodity interests.

4. Lead arranger - Wikipedia

   en.wikipedia.org/wiki/Lead_arranger

   The lead arranger, or the mandated lead arranger (MLA), is the investment bank or underwriter firm that facilitates and leads a group of investors in a syndicated loan for major financing. The lead arranger assigns parts of the new issue to other underwriters for placement, and usually takes the largest part itself.

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

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

   Whereas investment advisors must put clients’ interests first, financial advisors – a term that often refers to various investment professionals, such as money managers, stockbrokers and ...

6. Investment advisory - Wikipedia

   en.wikipedia.org/wiki/Investment_advisory

   Investment advisers owe a fiduciary duty to their clients and are required to put their clients’ interests first at all times. [3] Advisors usually suggest various potential investment strategies designed to best meet clientele needs given their budget and preferences. Risk Management is also one of the purposes of these services.

7. 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 ...

8. Financial advisor vs. accountant: What’s the difference? - AOL

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

   Financial advisors are a popular source of information: Of the 57 percent of Americans who sought financial advice in 2023, about 35 percent spoke with a financial advisor — the second most ...

9. Arranger (banking) - Wikipedia

   en.wikipedia.org/wiki/Arranger_(banking)

   In investment banking, an arranger is a provider of funds in the syndication of a debt. They are entitled to syndicate the loan or bond issue, and may be referred to as the "lead underwriter". This is because this entity bears the risk of being able to sell the underlying securities/debt or the cost of holding it on its books until such time in ...