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  2. Fortress Investment Group - Wikipedia

    en.wikipedia.org/wiki/Fortress_Investment_Group

    Fortress Investment Group LLC was founded as a private equity firm in 1998 by Wesley R. Edens, a former partner at BlackRock; Rob Kauffman, a managing director at UBS; and Randal A. Nardone, also a managing director at UBS. [4] Based in New York City, [5] Fortress quickly expanded into hedge funds, real estate-related investments and debt ...

  3. Broadridge Financial Solutions - Wikipedia

    en.wikipedia.org/wiki/Broadridge_Financial_Solutions

    Broadridge Financial Solutions, Inc. is a public corporate services and financial technology company founded in 2007 as a spin-off from management software company Automatic Data Processing. Broadridge supplies public companies with proxy statements, annual reports and other financial documents, and shareholder communications solutions, such as ...

  4. Nuveen - Wikipedia

    en.wikipedia.org/wiki/Nuveen

    Nuveen. Nuveen is an American asset manager and wholly owned subsidiary of financial planning firm TIAA, itself known for its legacy focus on managing money for not-for-profit institutions such as universities and their employees. As a consequence of integration efforts over the last several years, Nuveen (or branded sub-affiliates) now manage ...

  5. 13 Lessons From Millionaires That Financial Planners Use To ...

    www.aol.com/13-lessons-millionaires-financial...

    Limiting the amount of debt you carry to a mortgage and maybe an auto loan is key to building wealth, said David E. Barfield, CFP and founder of Datapoint Financial Planning, LLC.

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  7. Creative Planning - Wikipedia

    en.wikipedia.org/wiki/Creative_Planning

    Website. creativeplanning .com. Creative Planning, LLC is an independent wealth management firm and registered investment advisor majority owned by American financial advisor Peter Mallouk. The firm was founded in 1983, and is headquartered in Overland Park, Kansas. [2] The company provides wealth management services for individuals, businesses ...

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