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  2. Whittier Trust Company - Wikipedia

    en.wikipedia.org/wiki/Whittier_Trust_Company

    Whittier Trust Company is an American independent wealth management and investment firm. A multi-family office, it stems from the family office founded by the children of Max Whittier . [ 1 ] Whittier co-founded and developed Beverly Hills in the early 1900s, and co-founded Belridge Oil in 1911.

  3. 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.

  4. Fiduciary Trust Company International - Wikipedia

    en.wikipedia.org/wiki/Fiduciary_Trust_Company...

    By 1998, the firm had also formed Fiduciary Trust International of Delaware. [21] In 2001, Fiduciary Trust was acquired by San Mateo, California–based Franklin Resources, Inc. [22] [23] With the acquisition by Franklin, Fiduciary Trust continued to grow its presence on the west coast with the opening of a San Mateo office. [24]

  5. Your Financial Advisor Should Be a Sworn Fiduciary - AOL

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

    In your research, you may identify financial advisors who label themselves as fiduciaries. Read More: 10 Genius Things Warren Buffett Says To Do With Your Money Try This: 9 Things You Must Do To ...

  6. How to find a trusted retirement advisor: Factors to consider ...

    www.aol.com/finance/how-to-find-a-retirement...

    A non-fiduciary advisor is not bound to having your best interests in mind, and they might earn commission on financial products that earn high profits for them but aren't necessarily best for you ...

  7. Edelman Financial Engines - Wikipedia

    en.wikipedia.org/wiki/Edelman_Financial_Engines

    He also remains the firm's largest individual shareholder. [30] In January 2022, Edelman Financial Engines launched Everyday Wealth with Soledad O’Brien and Jean Chatzky, a financial and investment advice podcast hosted by Jean Chatzky and Soledad O’Brien. The weekly episodes covered personal finance, the economy, wealth management, and ...

  8. Fiduciary vs. financial advisor: How these types of advisors ...

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

    For example, many financial advisors are fee-only fiduciaries, meaning they accept only fees paid by their clients, rather than have potential conflicts of interest by receiving sales commissions ...

  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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