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2. How to find a trusted retirement advisor: Factors to consider ...

   www.aol.com/finance/how-to-find-a-retirement...

   Being a fiduciary means that they have a legal responsibility — or fiduciary duty — to act in your best interest, manage your money carefully, keep your money separate from theirs and maintain ...

3. Best CD rates today: Shield your savings from rising prices ...

   www.aol.com/finance/best-cd-rates-today-shield...

   The producer price index released a day earlier on January 14 reported a modest 0.3% increase in wholesale prices in December, rising 3.3% year over year, up from 3% in November.

4. LPL Financial - Wikipedia

   en.wikipedia.org/wiki/LPL_Financial

   LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, [4] over US$1 trillion in advisory and brokerage assets, [5] and generated approximately $10.3 billion in annual revenue for the 2023 fiscal year. [6]

5. List of largest financial services companies by revenue

   en.wikipedia.org/wiki/List_of_largest_financial...

   The following is a list of the world's largest publicly traded financial services companies, ordered by annual sales for the latest Fiscal Year in millions of U.S. dollars according to the Fortune Global 500. (Currently the top 50 public companies are included, while privately held companies are not included).

6. First Command Financial Services - Wikipedia

   en.wikipedia.org/wiki/First_Command_Financial...

   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.

7. Putnam Investments - Wikipedia

   en.wikipedia.org/wiki/Putnam_Investments

   Putnam Investments is an investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Headquartered in Boston, Massachusetts, it has offices in London, Tokyo, Frankfurt, Sydney, and Singapore. [2] Putnam is currently a subsidiary of Franklin Templeton ...