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  2. MassMutual - Wikipedia

    en.wikipedia.org/wiki/MassMutual

    The Massachusetts Mutual Life Insurance Company, also known as MassMutual, is a Springfield, Massachusetts-based life insurance company.. MassMutual provides financial products such as life insurance, disability income insurance, long term care insurance, and annuities.

  3. Registered investment adviser - Wikipedia

    en.wikipedia.org/wiki/Registered_investment_adviser

    An IA must adhere to a fiduciary standard of care laid out in the US Investment Advisers Act of 1940.This standard requires IAs to act and serve a client's best interests with the intent to eliminate, or at least to expose, all potential conflicts of interest which might incline an investment adviser—consciously or unconsciously—to render advice which was not in the best interest of the IA ...

  4. Computer Age Management Services - Wikipedia

    en.wikipedia.org/wiki/Computer_Age_Management...

    CAMS was founded in early 1988 by V Shankar working in software development and computer education. During Y2K, CAMS pivoted to domestic financial services.. The Indian financial services industry experienced a renaissance in the period 1997/8-2006/7, with changes in regulation, products, and supporting infrastructure.

  5. Charles Schwab Corporation - Wikipedia

    en.wikipedia.org/wiki/Charles_Schwab_Corporation

    In 1982, Schwab became the first to offer 24/7 order entry and quote service, its first international office was opened in Hong Kong, and the number of client accounts totaled 374,000. In 1983, Stephen McLin purchased the company for Bank of America for $55 million. In 1984, the company launched 140 no-load mutual funds.

  6. The Vanguard Group - Wikipedia

    en.wikipedia.org/wiki/The_Vanguard_Group

    In December 1986, Vanguard launched its second mutual fund, a bond index fund called the Total Bond Fund, which was the first bond index fund ever offered to individual investors. [24] One earlier criticism of the first Index fund was that it was only an index of the S&P 500.

  7. CUNA Mutual Group - Wikipedia

    en.wikipedia.org/wiki/CUNA_Mutual_Group

    TruStage Financial Group, Inc., formerly known as CUNA Mutual Group, / ˈ k juː n ə / is a mutual insurance company that provides financial services to cooperatives, credit unions, their members, and other customers worldwide.

  8. Annuities in the United States - Wikipedia

    en.wikipedia.org/wiki/Annuities_in_the_United_States

    In the former, a percentage of client's account value will be transferred to a designated low-risk fund when the contract has poor investment performance. On the fund level, certain investment options have a target volatility built within the fund (usually about 10%) and will re-balance to maintain that target.

  9. Liberty Mutual - Wikipedia

    en.wikipedia.org/wiki/Liberty_Mutual

    Liberty Mutual Insurance Company is an American diversified global insurer and the sixth-largest property and casualty insurer in the world. [3] It ranks 71st on the Fortune 100 list of largest corporations in the United States based on 2020 revenue. [4]