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  2. Putnam Investments - Wikipedia

    en.wikipedia.org/wiki/Putnam_Investments

    www.putnam.com. 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 ...

  3. Empower (financial services) - Wikipedia

    en.wikipedia.org/wiki/Empower_(financial_services)

    Empower was created in 1891, when parent company Great-West Lifeco was founded as an insurance provider on the Canadian prairie. [1] After serving more than a century of expansion and a profound evolution of service offerings, the modern iteration of Empower was launched in 2014, when the retirement businesses of Great-West Life combined the record-keeping services of Great-West Financial ...

  4. Christopher Simon Sykes - Wikipedia

    en.wikipedia.org/wiki/Christopher_Simon_Sykes

    Christopher Simon Sykes (born 1948) is an English writer and photographer. He was born into the northern English landed gentry Sykes family of Sledmere, the third son of Sir (Mark Tatton) Richard Tatton-Sykes, 7th Baronet of Sledmere.

  5. Morningstar Gives the 4% Rule a Thumbs Up - Can You Trust It ...

    www.aol.com/4-rule-retirement-withdrawals-might...

    Created in 1994 by a financial planner named William Bengen, the 4% rule posits that retirees can make a well-structured retirement fund last 30 years by withdrawing no more than 4% of the balance ...

  6. PanAgora Asset Management - Wikipedia

    en.wikipedia.org/wiki/PanAgora_Asset_Management

    In 2004, Eric Sorensen joined PanAgora from Putnam Investments and is currently the president and CEO of the firm. [12] In the same year, Putnam Investments acquired an additional 30% stake of PanAgora from Ippon Life increasing its holding to 80%. [13] In 2018, Putnam Investments acquired the remaining 20% stake of PanAgora from Nippon Life. [14]

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  8. Great-West Lifeco - Wikipedia

    en.wikipedia.org/wiki/Great-West_Lifeco

    It is the second-largest retirement plan provider in the US. [33] The Great West Life Assurance Company is Canada's biggest insurance company. The subsidiary became Canada's leader in 2003 when it paid Cdn$7.3 billion (US$4.7 billion) for Canada Life Financial. [7] [34] Products include trust securities. Great-West Life, Canada Life, and London ...

  9. Franklin Templeton Investments - Wikipedia

    en.wikipedia.org/wiki/Franklin_Templeton_Investments

    Franklin Resources, Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc. It is listed on the New York Stock Exchange under the ticker symbol BEN, in honor of Benjamin Franklin ...

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