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2. Betterment (company) - Wikipedia

   en.wikipedia.org/wiki/Betterment_(company)

   Betterment is an American financial advisory company which provides digital investment, retirement and cash management services. [2] The company is based in New York City, registered with the Securities and Exchange Commission, [3] and a member of the Financial Industry Regulatory Authority. It is a registered investment advisor and broker-dealer.

3. BlackRock - Wikipedia

   en.wikipedia.org/wiki/BlackRock

   BlackRock. BlackRock, Inc. is an American multinational investment company. It is the world's largest asset manager, with $10 trillion in assets under management as of December 31, 2023. [1] Headquartered in New York City, BlackRock has 78 offices in 38 countries, and clients in 100 countries.

4. Investment banking - Wikipedia

   en.wikipedia.org/wiki/Investment_banking

   The investment management division of an investment bank is generally divided into separate groups, often known as private wealth management and private client services. Merchant banking can be called "very personal banking"; merchant banks offer capital in exchange for share ownership rather than loans, and offer advice on management and strategy.

5. Personal finance - Wikipedia

   en.wikipedia.org/wiki/Personal_finance

   A personal balance sheet lists the values of personal assets (e.g., car, house, clothes, stocks, bank account, cryptocurrencies), along with personal liabilities (e.g., credit card debt, bank loan, mortgage). A personal income statement lists personal income and expenses. Goal setting: Multiple goals are expected, including short- and long-term ...

6. John J. Brennan (businessman) - Wikipedia

   en.wikipedia.org/wiki/John_J._Brennan_(businessman)

   For many years he served as the company's president alongside John C. Bogle who was Vanguard's founder and CEO. When Bogle stepped down from his chairmanship in 1996, Brennan was his hand-picked successor. He also was chairman of the Investment Company Institute, a trade organization representing mutual fund companies.

7. Vanguard (disambiguation) - Wikipedia

   en.wikipedia.org/wiki/Vanguard_(disambiguation)

   Vanguard (Image Comics), a superhero from Megaton Comics and Image Comics. Vanguard (Marvel Comics), a name shared by a mutant Russian character as well as a fictional team of characters. Vanguard, a high-tech humanoid robot in the anime Vandread. Cardfight!! Vanguard an anime series, based on the trading card game.