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  2. Geode Capital Management - Wikipedia

    en.wikipedia.org/wiki/Geode_Capital_Management

    Although separate from Fidelity, it remained located near Fidelity's headquarters on Summer Street in Boston. It continued to manage Fidelity's passive funds as a sub-adviser, according to the Financial Times in England. [5] That year, in 2003, Fidelity Investments hired Geode Capital Management to subadvise on three Spartan equity index funds. [6]

  3. Fidelity Union Life Insurance Company - Wikipedia

    en.wikipedia.org/wiki/Fidelity_Union_Life...

    Fidelity Union Life Insurance Company is an insurance company based in Dallas, Texas. In 2012, it had assets in excess of $19 billion. [1] The high-rise residential building known as Mosaic Dallas originally served as its corporate offices. It was founded in 1925 by Carr Collins, Sr. and William Morriss. [2] [3] It was acquired by Allianz in ...

  4. Metavante - Wikipedia

    en.wikipedia.org/wiki/Metavante

    Metavante Technologies, Inc., through its subsidiary, Metavante Corporation, provided financial technology services, software and financial services regulatory advice and consulting to its customers, consisting primarily of small to large sized financial institutions. [2]

  5. Robert Pozen - Wikipedia

    en.wikipedia.org/wiki/Robert_Pozen

    Robert Charles Pozen (born 1946), known as "Bob", is an American financial executive with a strong interest in public policy. He is the former chairman of MFS Investment Management, the oldest mutual fund company in the United States.

  6. Prudential Financial - Wikipedia

    en.wikipedia.org/wiki/Prudential_Financial

    Prudential Financial, Inc. is an American Fortune Global 500 and Fortune 500 company whose subsidiaries provide insurance, retirement planning, investment management, and other products and services to both retail and institutional customers throughout the United States and in over 40 other countries. In 2019, Prudential was the largest ...

  7. Truist Financial - Wikipedia

    en.wikipedia.org/wiki/Truist_Financial

    Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. [7] The company was formed in December 2019 as the result of the merger of BB&T (Branch Banking and Trust Company) and SunTrust Banks .

  8. Putnam Investments - Wikipedia

    en.wikipedia.org/wiki/Putnam_Investments

    In October 2003, the Securities and Exchange Commission (SEC) and the Massachusetts Secretary of State each filed separate civil complaints against Putnam, alleging that the company's portfolio managers, along with some preferred clients, had engaged in the rapid trading of some of Putnam's mutual funds. A few days later, Lasser resigned, and ...

  9. Recovery of funds from the Madoff investment scandal

    en.wikipedia.org/wiki/Recovery_of_funds_from_the...

    Ruth Madoff's combined assets with her husband had a net worth of between $823 million and $826 million.She had $92.6 million in assets listed in her own name: [9] the $7 million penthouse on Manhattan's Upper East Side; an $11 million mansion in Palm Beach, Florida; a three-bedroom apartment in Cap d'Antibes on the French Riviera valued at $1.5 million; $45 million in municipal bonds and $17 ...