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  2. BlackRock - Wikipedia

    en.wikipedia.org/wiki/BlackRock

    BlackRock, Inc. is an American multinational investment company.Founded in 1988, initially as an enterprise risk management and fixed income institutional asset manager, BlackRock is the world's largest asset manager, with US$10 trillion in assets under management as of December 31, 2023.

  3. Investment company - Wikipedia

    en.wikipedia.org/wiki/Investment_company

    An investment company is a financial institution principally engaged in holding, managing and investing securities. These companies in the United States are regulated by the U.S. Securities and Exchange Commission and must be registered under the Investment Company Act of 1940. Investment companies invest money on behalf of their clients who ...

  4. Rockefeller Capital Management - Wikipedia

    en.wikipedia.org/wiki/Rockefeller_Capital_Management

    rcm .rockco .com. Rockefeller Capital Management ( RCM) is an independent wealth management and financial services firm, founded in 2018. The firm offers family office, asset management, and strategic advisory services to high-net-worth individuals and families, institutions, and corporations. Its president and CEO is Greg Fleming .

  5. Experts Say This Magic Number Is the Key to Any ... - AOL

    www.aol.com/finance/experts-magic-number-key...

    Collins added, “This rule is based on historical market data and is considered a safe withdrawal rate for retirees. So, if your annual expenses are $50,000, your magic number for financial ...

  6. Prudential Financial - Wikipedia

    en.wikipedia.org/wiki/Prudential_Financial

    Footnotes / references. [1] 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.

  7. Cetera Financial Group - Wikipedia

    en.wikipedia.org/wiki/Cetera_Financial_Group

    Private. [1] Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States. As such, Cetera provides financial advisors, tax professionals ...

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