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2. ET Money - Wikipedia

   en.wikipedia.org/wiki/ET_Money

   ET Money is an Indian fintech and wealth management platform owned by Times Internet, a wholly owned subsidiary of Bennett Coleman & Co. Ltd. It was founded in 2015. [2] It offers a variety of financial products and services, including mutual funds, insurance, fixed deposits, NPS and SIPs. [3] The investments tracked and managed on the app is ...

3. Portfolio Visualizer Tool Options for Financial Advisors

   www.aol.com/finance/portfolio-visualizer-tool...

   eMoney Advisor is a comprehensive financial planning software that aims to equip advisors with everything they need to manage client portfolios. That includes access to interactive and visual tools.

4. Avantax - Wikipedia

   en.wikipedia.org/wiki/Avantax

   Avantax (originally Blucora, Inc.) was formed in 1996 as a Delaware corporation. Significant recent events in Avantax’s history include: Avantax closed the acquisition of all the issued and outstanding common stock of 1st Global, a tax-focused wealth management company. Avantax acquired all of the issued and outstanding common stock of HFKS.

5. Steve Lockshin - Wikipedia

   en.wikipedia.org/wiki/Steve_Lockshin

   Steve Lockshin is an American financial advisor, entrepreneur and financial author that has focusing on ultra high-net-worth clients and estate planning. [1] [2] He is a founder of a number of companies, such as Fortigent (formerly Convergent Wealth Advisors and CMS Financial Services) in 1994, Advizent in 2012 [3] (which shut down a year later ...

6. What is wealth management and do you need it? - AOL

   www.aol.com/finance/wealth-management-231826568.html

   Wealth management strategies will vary based on the specific needs of the client. Overall, the reason to use a wealth management firm is to seek strategies to help maintain and grow your total wealth.

7. Franklin Templeton Investments - Wikipedia

   en.wikipedia.org/wiki/Franklin_Templeton_Investments

   In the same year, the company opened its first office outside North America in Taiwan. In 1988, Franklin acquired L.F. Rothschild Fund Management Company. Assets under management for Franklin grew from just over US$2 billion in 1982 to more than US$40 billion in 1989 (the crash of 1987 had little impact on Franklin's income and bond funds).