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  2. 6 Best Wealth Management Firms for 2024 - AOL

    www.aol.com/6-best-wealth-management-firms...

    Firm. Fees. Account Minimums. Morgan Stanley. As low as $0. As low as $0. JPMorgan Chase. As low as $0. As low as $0. UBS. 0.70% to 5% of the principal amount, plus a fixed fee; depending on the ...

  3. 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).

  4. List of asset management firms - Wikipedia

    en.wikipedia.org/wiki/List_of_asset_management_firms

    An asset management company is an asset management / investment management company/firm that invests the pooled funds of retail investors in securities in line with the stated investment objectives. For a fee, the company/firm provides more diversification , liquidity , and professional management consulting service than is normally available ...

  5. Cetera Financial Group - Wikipedia

    en.wikipedia.org/wiki/Cetera_Financial_Group

    Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States.

  6. What is wealth management and do you need it? - AOL

    www.aol.com/finance/wealth-management-231826568.html

    Some typical services offered by wealth management firms include: Investment management and advice. Comprehensive financial planning. Tax planning and accounting services. Estate planning.

  7. DWS Group - Wikipedia

    en.wikipedia.org/wiki/DWS_Group

    However, in 2015, AWM was split into Deutsche Asset Management and Deutsche Bank Wealth Management. [9] In 2017, Deutsche Asset Management was rebranded to DWS with Deutsche Bank planning to publicly list a minority stake of it. [10] In 2018, DWS was spun off as a separate company through an initial public offering on the Frankfurt Stock Exchange.

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