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The site enables you to find more than just reverse lookup names; you can search for addresses, phone numbers and email addresses. BestPeopleFinder gets all its data from official public, state ...
Osaic, formerly known as Advisor Group, is an American wealth management firm. [1] The firm serves approximately 11,600 financial professionals managing more than $653 billion in assets. [ 2 ] While Osaic was initially a network of independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic ...
In July 2013, WTAS Global was founded by U.S. member firm WTAS LLC, a wealth and tax advisory firm that had been founded in 2002 by 23 former Arthur Andersen partners. [2] In 2014, WTAS LLC changed its name to Andersen Tax, and WTAS Global changed its name to Andersen Global.
As cellular phones become more popular, there have been plans to release cell phone numbers into public 411 and reverse number directories via a separate Wireless telephone directory. However, these plans have come under opposition from internet based privacy advocate groups, and blogs, often citing privacy concerns.
IWI members work in all areas of the financial services industry. Approximately half serve at major national and regional brokerage firms; about a quarter of IWI members work independently. In 2011, IWI reported that membership had grown to 8,400. [2] By 2013, IWI membership topped 9,000—a 7 percent increase over the previous year. [3]
Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and ...