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  2. Voya Financial - Wikipedia

    en.wikipedia.org/wiki/Voya_Financial

    Voya Financial is an American financial, retirement, investment and insurance company based in New York City. Voya began as ING U.S., the United States operating subsidiary of ING Group, which was spun off in 2013 and established independent financial backing through an initial public offering. [2] In April 2014, the company rebranded itself as ...

  3. Cetera Financial Group - Wikipedia

    en.wikipedia.org/wiki/Cetera_Financial_Group

    www.cetera.com. 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. As such, Cetera provides financial advisors, tax professionals ...

  4. Is it worth paying a financial advisor to prepare for ... - AOL

    www.aol.com/finance/worth-paying-financial...

    An advisor can monitor and tweak your portfolio as needed, then meet with you once a year to review its performance and address any other financial goals or concerns.

  5. Boomers: Here Are 5 Types of Financial Advisors - AOL

    www.aol.com/finance/boomers-5-types-financial...

    Preparing for retirement financially. Paying off credit card debt and loans. Making your retirement savings last longer. Improving the performance of your investments. Preparing for major expenses ...

  6. Shlomo Benartzi - Wikipedia

    en.wikipedia.org/wiki/Shlomo_Benartzi

    Benartzi is the author of three books. His first book was Save More Tomorrow[10] —it focused on improving retirement outcomes by using behavioral insights. His second book, Thinking Smarter, outlined a new approach to reflecting on major life decisions and setting life goals. His most recent book is The Smarter Screen, which outlines the ...

  7. Morningstar, Inc. - Wikipedia

    en.wikipedia.org/wiki/Morningstar,_Inc.

    Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, and was founded by Joe Mansueto in 1984. It provides an array of investment research and investment management services. With operations in 29 countries, Morningstar's research and recommendations are considered by financial journalists as influential ...

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