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2. Financial or Tax Advisor: Who Should Handle Your Money? - AOL

   www.aol.com/choose-between-tax-advisor-financial...

   Again, a tax advisor is licensed to prepare tax returns but that’s not always true for financial advisors. Tax advisory services may be focused on one thing and one thing only: taxes.

3. Are financial advisor fees tax deductible? - AOL

   www.aol.com/finance/financial-advisor-fees-tax...

   The Tax Cuts and Jobs Act (TCJA) of 2017 put an end to the deductibility of financial advisor fees, as well as a number of other itemized deductions. As of January 2018, these fees no longer ...

4. Edelman Financial Engines - Wikipedia

   en.wikipedia.org/wiki/Edelman_Financial_Engines

   US$270 billion [4] Number of employees. 1,500 [5] (2024) Website. edelmanfinancialengines.com. Edelman Financial Engines is an American financial planning and investment advisory company. As of December 31, 2023, it has more than $270 billion in assets and more than 1.3 million clients. [6][7] The company was formed by the 2018 merger of ...

5. Ameriprise Financial - Wikipedia

   en.wikipedia.org/wiki/Ameriprise_Financial

   In November 2008, the company acquired H&R Block Financial Advisors for $315 million, and the asset management firm J. & W. Seligman & Co. for $400 million. [7] In 2009, Ameriprise acquired Standard Chartered Bank's World Express Funds investment funds business, providing Threadneedle with an established Luxembourg-based SICAV platform with ...

6. LPL Financial - Wikipedia

   en.wikipedia.org/wiki/LPL_Financial

   LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 [2] and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, [3] over US$1 trillion in advisory and brokerage assets, [4] and generated approximately $5.9 billion in annual revenue for the 2020 fiscal year.

7. Financial adviser - Wikipedia

   en.wikipedia.org/wiki/Financial_adviser

   A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice. In the United States, a financial adviser carries a Series 7 and ...