Search results
Results from the WOW.Com Content Network
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 ...
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.
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 ...
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 ...
Edward Jones serves investment clients in the U.S. and Canada, through its branch network of more than 15,000 locations [7] and 19,000 financial advisors. [8] The company currently has relationships with nearly 8 million clients and $1.8 trillion in assets under management worldwide. The firm focuses solely on individual investors and business ...
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 ...
Plan International USA (Plan) is an international development and humanitarian nonprofit that partners with girls and their communities to fight for girls’ rights and end gender inequality. It is part of Plan International , a global nonprofit federation that works to tackle the root causes of poverty by working with communities ...
US$652 billion (March 2024) Number of employees. 2500 (March 2024) Parent. Ameriprise Financial. Website. columbiathreadneedle.com. Columbia Threadneedle Investments (Columbia Threadneedle) is an American asset management firm. It is a subsidiary of Ameriprise Financial and operates as its asset management arm.