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  2. 2023 Roundup of the Best Financial Advisor Magazines - AOL

    www.aol.com/finance/2023-roundup-best-financial...

    The post 2023 Roundup of the Best Financial Advisor Magazines appeared first on SmartReads by SmartAsset. Financial services is an ever-changing industry and as an advisor, it's important to stay ...

  3. Wealthsimple - Wikipedia

    en.wikipedia.org/wiki/Wealthsimple

    [3] [59] It is now primarily owned by Power Corporation indirectly at 77.4% (the investments were through their holdings in Power Financial, IGM Financial, and Portag3). [ 60 ] In October 2020, Wealthsimple raised $114 million (US$87 million) in funding from an investor group led by Technology Crossover Ventures , in addition to Greylock ...

  4. Money (financial website) - Wikipedia

    en.wikipedia.org/wiki/Money_(financial_website)

    From its 1972 founding until 2018, it was a monthly magazine published by Time Inc. and subsequently by Meredith Corporation from 2018 to 2019. Its articles cover the gamut of personal finance topics ranging from credit cards, mortgages, insurance, banking, and investing to family finance issues, including paying for college, credit, career ...

  5. Kiplinger Personal Finance - Wikipedia

    en.wikipedia.org/wiki/Kiplinger_Personal_Finance

    It claims to be the first American personal finance magazine and to deliver "sound, unbiased advice in clear, concise language". It offers advice on managing money and achieving financial security, saving, investing, planning for retirement, [2] paying for college, and major purchases like automobiles and homes.

  6. Do I Need to Hire a Financial Advisor Custodian This Year? - AOL

    www.aol.com/good-financial-advisor-custodian...

    A custodian is integral to your advisory firm's operations as you'll need a secure place to hold client assets. Working with a quality provider can also help to improve efficiency, which can be ...

  7. Custodian bank - Wikipedia

    en.wikipedia.org/wiki/Custodian_bank

    A custodian bank, or simply custodian, is a specialized financial institution responsible for providing securities services. It provides post-trade services and solutions for asset owners (e.g. sovereign wealth funds , central banks , insurance companies ), asset managers , banks and broker-dealers .

  8. 2023 Roundup of the Best Financial Advisor Magazines - AOL

    www.aol.com/2023-roundup-best-financial-advisor...

    Financial Advisor Magazine. Format: Digital and print. Subscription cost: Free. Financial Advisor Magazine consistently ranks as one of the best publications for advisors and other financial ...

  9. The Banker - Wikipedia

    en.wikipedia.org/wiki/The_Banker

    The Banker is an English-language monthly international financial affairs publication owned by The Financial Times and edited in London, United Kingdom. The magazine was first published in January 1926 through founding editor Brendan Bracken of the Financial News, who went on to become the chairman of the Financial Times from 1945 to 1958.