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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 ...
The company consisted of subsidiary companies, including Triad Management, Triad Properties, Triad Energy, Triad Technology, and Triad Financial resources. [ 1 ] [ 2 ] [ 3 ] The global span of the businesses prompted the creation by the Khashoggi family of a board-game called Triopoly which was modelled after the classic game of Monopoly .
It is a subsidiary of Deseret Management Corporation (DMC), [1] the for-profit arm of the Church of Jesus Christ of Latter-day Saints (LDS Church). The company was founded in 1905 [2] and as of its 2013 fiscal year end had assets of $3.0 billion. [3] The insurance side of the company was known for many years as the Beneficial Life Insurance ...
Trian Fund Management, L.P., which uses the trade name Trian Partners, is an American hedge fund management firm headquartered in New York City. As an activist investor , the firm has pushed for significant change at some of America's largest corporations.
Nelson Peltz (born June 24, 1942) is an American billionaire businessman and investor. He is a founding partner, together with Peter W. May and Edward P. Garden, of Trian Partners, an alternative investment management fund based in New York. [1]
Triad Securities Corp. continues to operate through its Wall Street headquarters at 111 Broadway in New York City. [6] Triad is registered with the U.S. Securities and Exchange Commission (SEC), is a member of FINRA (Financial Industry Regulatory Authority), and a member of SIPC (Securities Investor Protection Corporation). [citation needed]
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Marsh's insurance brokering and risk management business began in the first decade of the twentieth century, when it was formed by Henry Marsh and Donald McLennan with operations in New York City and Chicago, where McLennan had studied railroad risk and insurance needs by spending 30 days riding the rails. [4]