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Edelman Financial Engines
Edelman Financial Engines is an American financial planning and investment advisory company. , it has $291 billion in assets and more than 1.3 million clients. The company was formed by the 2018 merger of Financial Engines (founded in 1996) and Edelman Financial Services (founded in 1986). History Edelman Financial Services Edelman Financial Services, a financial advisory firm, was founded in 1986 by married couple Jean and Ric Edelman. Sanders Morris Harris Group, a publicly traded wealth management firm, purchased a majority stake of Edelman Financial Services in 2005. Sanders Morris Harris Group changed its name to Edelman Financial Group in March 2011, and Ric Edelman was named co-CEO of the company with George Ball. Private equity firm Hellman & Friedman purchased a controlling stake in Edelman Financial Services in October 2015, at which point the company was managing $15 billion in assets. Financial Engines Financial Engines was founded in 1996 by Nobel Prize-winning eco ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Santa Clara, California
Santa Clara (; Spanish for " Saint Clare") is a city in Santa Clara County, California. The city's population was 127,647 at the 2020 census, making it the eighth-most populous city in the Bay Area. Located in the southern Bay Area, the city was founded by the Spanish in 1777 with the establishment of Mission Santa Clara de Asís under the leadership of Junípero Serra. Santa Clara is located in the center of Silicon Valley and is home to the headquarters of companies such as Intel, Advanced Micro Devices, and Nvidia. It is also home to Santa Clara University, the oldest university in California, and Levi's Stadium, the home of the National Football League's San Francisco 49ers, and Cedar Fair's California's Great America Park. Santa Clara is bordered by San Jose on all sides, except for Sunnyvale and Cupertino to the west. History The Tamien tribe of the Ohlone nation of Indigenous Californians have inhabited the area for thousands of years. Spanish period The fir ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Comcast NBCUniversal
NBCUniversal Media, LLC is an American multinational mass media and entertainment conglomerate corporation owned by Comcast and headquartered at 30 Rockefeller Plaza in Midtown Manhattan, New York City, United States. NBCUniversal is primarily involved in the media and entertainment industry. The company is named for its two most significant divisions, the National Broadcasting Company (NBC) – one of the United States' Big Three television networks – and the major Hollywood film studio Universal Pictures. It also has a significant presence in broadcasting through a portfolio of domestic and international properties, including USA, Syfy, Bravo, E!, Telemundo (Spanish), Universal Kids, and the streaming service Peacock. Via its Universal Parks & Resorts division, NBCUniversal is also the third-largest operator of amusement parks in the world. Since 2018, its sister company under Comcast's control, Sky Group Limited, holds its media and telecommunication assets. NBCUni ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Financial Services Companies Based In California
Finance is the study and discipline of money, currency and capital assets. It is related to, but not synonymous with economics, the study of production, distribution, and consumption of money, assets, goods and services (the discipline of financial economics bridges the two). Finance activities take place in financial systems at various scopes, thus the field can be roughly divided into personal, corporate, and public finance. In a financial system, assets are bought, sold, or traded as financial instruments, such as currencies, loans, bonds, shares, stocks, options, futures, etc. Assets can also be banked, invested, and insured to maximize value and minimize loss. In practice, risks are always present in any financial action and entities. A broad range of subfields within finance exist due to its wide scope. Asset, money, risk and investment management aim to maximize value and minimize volatility. Financial analysis is viability, stability, and profitability asse ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Financial Services Companies Established In 2018
Finance is the study and discipline of money, currency and capital assets. It is related to, but not synonymous with economics, the study of production, distribution, and consumption of money, assets, goods and services (the discipline of financial economics bridges the two). Finance activities take place in financial systems at various scopes, thus the field can be roughly divided into personal, corporate, and public finance. In a financial system, assets are bought, sold, or traded as financial instruments, such as currencies, loans, bonds, shares, stocks, options, futures, etc. Assets can also be banked, invested, and insured to maximize value and minimize loss. In practice, risks are always present in any financial action and entities. A broad range of subfields within finance exist due to its wide scope. Asset, money, risk and investment management aim to maximize value and minimize volatility. Financial analysis is viability, stability, and profitability asse ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
American Companies Established In 1946
American(s) may refer to: * American, something of, from, or related to the United States of America, commonly known as the "United States" or "America" ** Americans, citizens and nationals of the United States of America ** American ancestry, people who self-identify their ancestry as "American" ** American English, the set of varieties of the English language native to the United States ** Native Americans in the United States, indigenous peoples of the United States * American, something of, from, or related to the Americas, also known as "America" ** Indigenous peoples of the Americas * American (word), for analysis and history of the meanings in various contexts Organizations * American Airlines, U.S.-based airline headquartered in Fort Worth, Texas * American Athletic Conference, an American college athletic conference * American Recordings (record label), a record label previously known as Def American * American University, in Washington, D.C. Sports teams Soccer * ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Soledad O'Brien
María de la Soledad Teresa O'Brien (born September 19, 1966) is an American broadcast journalist and executive producer. Since 2016, O'Brien has been the host for ''Matter of Fact with Soledad O'Brien,'' a nationally syndicated weekly talk show produced by Hearst Television. She is chairwoman of Starfish Media Group, a multiplatform media production company and distributor that she founded in 2013. She is also a member of the Peabody Awards board of directors, which is presented by the University of Georgia's Henry W. Grady College of Journalism and Mass Communication. O'Brien co-anchored CNN's '' American Morning'' from 2003 to 2007, and was the anchor of CNN's morning news program ''Starting Point'' from 2012 to 2013. In 2013, O'Brien became special correspondent on the Al Jazeera America news program ''America Tonight,'' and is also a correspondent on HBO's ''Real Sports with Bryant Gumbel''. Early life and education O'Brien was born and raised in St. James, New York, ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Jean Chatzky
Jean Sherman Chatzky (born September 7, 1964) is an American journalist, a personal finance columnist, financial editor of NBC’s ''TODAY'' show, AARP’s personal finance ambassador, and the founder and CEO of the multimedia company HerMoney. Early life and education Born in Michigan and raised in Wisconsin, Indiana and West Virginia, Chatzky holds a BA in English from the University of Pennsylvania."Weddings: Jean Chatzky and Eliot Kaplan" May 2, 2009, ''New York Times''. ''Retrieved September 3, 2019.'' Her father was a college professor. Her family is . Career Starting her career in 1986 at ' ...[...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Warburg Pincus
Warburg Pincus LLC is a global private equity firm, headquartered in New York, with offices in the United States, Europe, Brazil, China, Southeast Asia and India. Warburg has been a private equity investor since 1966. The firm currently has over $80 billion in assets under management and invests in a range of sectors including retail, industrial manufacturing, energy, financial services, health care, technology, media, and real estate. Warburg Pincus is a growth investor. Warburg Pincus has raised 21 private equity funds which have invested over $100 billion in over 1,000 companies in 40 countries. Warburg Pincus invested in the information and communication technology sectors, including investments in Avaya, Bharti Tele-Ventures, Harbour Networks, NeuStar, PayScale, and Telcordia. History Founding and early history In 1939, Eric Warburg of the Warburg banking family founded a company under the name E.M. Warburg & Co. Its first address was 52 William Street, New York ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Phyllis Borzi
Phyllis C. Borzi was the Obama administration's Assistant Secretary for Employee Benefits Security of the United States Department of Labor, the official in charge of the Employee Benefits Security Administration. Education * Ladycliff College in Highland Falls, New York * M.A. English, Syracuse University * J.D. Catholic University Experience * Research professor in the Department of Health Policy at George Washington University Medical Center’s School of Public Health and Health Services. * Counsel with the Washington, D.C. law firm of O’Donoghue & O’Donoghue LLP, specializing in ERISA and other legal issues affecting employee benefit plan * In 2008, appointed by the U.S. District Court for the Northern District of Ohio The United States of America (U.S.A. or USA), commonly known as the United States (U.S. or US) or America, is a country primarily located in North America. It consists of 50 states, a federal district, five major unincorporated territori ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Barron's (newspaper)
''Barron's'' is an American weekly magazine/newspaper published by Dow Jones & Company, a division of News Corp. Founded in 1921 by Clarence W. Barron (1855–1928) as a sister publication to ''The Wall Street Journal'', ''Barron's'' covers U.S. financial information, market developments, and relevant statistics. Each issue provides a summary of the previous week's market activity as well as news, reports, and an outlook on the week to come. Features Features in the publication include: * ''Market Week'' – coverage of the previous week's market activity * ''Barron's Roundtable'' – Posts from noted investors such as Bill Gross, Mario Gabelli, Abby Joseph Cohen, Felix Zulauf, and Marc Faber * ''Best Online Brokers'' – A ranking of the top online trading brokerage firms. Criteria include trading experience and technology, usability, mobile, range of offerings, research amenities, portfolio analysis & report, customer service & education, and costs. * ''Top Financial Adviso ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Registered Investment Adviser
A registered investment adviser (RIA) is a firm that is an investment adviser in the United States, registered as such with the Securities and Exchange Commission (SEC) or a state's securities agency. The numerous references to RIAs within the Investment Advisers Act of 1940 popularized the term, which is closely associated with the term ''investment adviser''. An investment adviser is defined by the Securities and Exchange Commission as an individual or a firm that is in the business of giving advice about securities. However, an RIA is the actual firm, while the employees of the firm are called Investment Adviser Representatives (IARs). Registered investment adviser firms receive compensation in the form of fees for providing financial advice and investment management. They are required to act as a fiduciary. This is very different from broker-dealers and their representatives, who provide recommendations for a commission. Broker-dealers and their representatives are not required ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
401(k)
In the United States, a 401(k) plan is an employer-sponsored, defined-contribution, personal pension (savings) account, as defined in subsection 401(k) of the U.S. Internal Revenue Code. Periodical employee contributions come directly out of their paychecks, and may be matched by the employer. This legal option is what makes 401(k) plans attractive to employees, and many employers offer this option to their (full-time) workers. There are two types: traditional and Roth 401(k). For Roth accounts, contributions and withdrawals have no impact on income tax. For traditional accounts, contributions may be deducted from taxable income and withdrawals are added to taxable income. There are limits to contributions, rules governing withdrawals and possible penalties. The benefit of the Roth account is from tax-free capital gains. The net benefit of the traditional account is the sum of (1) a possible bonus (or penalty) from withdrawals at tax rates lower (or higher) than at contributio ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
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