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Right now, those offering one-time financial advice aren't considered fiduciaries, nor does the law require a fiduciary standard for those providing advice to workplace plan sponsors about 401(k ...
As of December 31, 2019, First Command had 178 offices worldwide, with 487 Financial Advisors serving 280,173 client families with $30.0 billion in managed accounts and mutual funds, and $60.2 billion in life insurance coverage in force. 84 percent of First Command’s Financial Advisors were veterans or military spouses, and 74% of client ...
Prudential Retirement adds four new plan sponsor clients Custom solutions to help plan participants achieve retirement security key to differentiating Prudential NEWARK, N.J.--(BUSINESS WIRE ...
Website. napfa.org. National Association of Personal Financial Advisors (NAPFA) is an American financial planning trade organization created in 1983 to expand the use of fee-only financial advisors by individual consumers. NAPFA established the first set of professional standards for fee-only financial advisors and has updated them to reflect ...
PlanMember Securities Corporation (commonly referred to as PlanMember) was founded in 1982 [1] [2] and is considered one of the 25 largest independent broker-dealers. [3] As of 2020, the company had more than 479 financial advisors, [4] over $14 billion in advisory & brokerage assets, [5] and generated approximately $143.0 million in annual revenue for the 2021 fiscal year.
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 ...
US$1.05 billion (2020) Number of employees. 700. Website. pjtpartners.com. PJT Partners, Inc. is a global advisory-focused investment bank, founded in October 2015 as part of The Blackstone Group's spin-off of its financial and strategic advisory services businesses. [1] The firm was founded by Paul J Taubman after his 30-year tenure at Morgan ...
Dave Ramsey. David Lawrence Ramsey III (born September 3, 1960) is an American radio personality who offers financial advice. He is the owner and CEO of Ramsey Solutions and co-hosts the nationally syndicated radio program The Ramsey Show.