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Fiduciary and financial advisor are related terms, but they are not synonymous. Some fiduciaries are financial advisors, but the term also includes individuals who do not work in finance.
Cetera was established in February 2010 when Dutch multinational banking and financial services corporation ING Group sold three broker-dealers to private equity firm Lightyear Capital. The three broker-dealers—Financial Network Investment Corporation, founded in 1983, Multi-Financial Securities Corporation, founded in 1981, and PrimeVest ...
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.
In general, an asset management company is a company that is engaged primarily in the business of investing in, and managing, portfolios of securities. A study by consulting firm Casey Quirk, which is owned by Deloitte, found that asset management firms ended 2020 with record highs in both revenue and assets under management. [1]
The company has a long history of working with military officers and currently offers advice on securities, with an emphasis on mutual funds, annuities, life insurance, and municipal funds (including Section 529 Plans). Through related companies, it offers insurance and banking products and services.
The firm and its subsidiaries maintain offices in New York City, and several other locations. [3] Fiduciary Trust is part of Franklin Templeton Investments. [4] Fiduciary Trust Company International manages separate portfolios of client-focused equity and fixed income assets, investing globally in public equities, fixed income and alternative ...
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