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    Financial Advisors Stocks List

    Symbol Grade Name % Change
    AMK D AssetMark Financial Holdings, Inc. 0.00
    AEG C AEGON N.V. -0.48
    SPGI C S&P Global Inc. 0.60
    UBS C UBS AG 0.19
    ENV B Envestnet, Inc 0.08
    AIG B American International Group, Inc. 0.11
    LNC B Lincoln National Corporation 1.49
    SIEB B Siebert Financial Corp. 3.64
    BRO B Brown & Brown, Inc. 1.17
    MORN B Morningstar, Inc. 1.81
    View As Page of Charts
    Related Industries: Asset Management Banks - Global Business Services Capital Markets Insurance - Diversified Insurance - Life Insurance Brokers
    Related Stock Lists: Insurance Investment Management Financial Adviser Insurance Products Investment Bank Investment Solutions Retirement Products S&P 500 Wealth Management Aerospace Affinity Groups American International Group Analytic Services Analytical Tool Analytical Tools Analytics Services Annuity Products Asset Management Asset Management Products Broker Dealer

    Related ETFs - A few ETFs which own one or more of the above listed Financial Advisors stocks.

    Symbol Grade Name Weight
    TMFM A Motley Fool Mid-Cap Growth ETF 12.9
    KMID B Virtus KAR Mid-Cap ETF 9.57
    KBWP A PowerShares KBW Property & Casualty Insurance Portfolio ETF 7.54
    NEWZ B StockSnips AI-Powered Sentiment US All Cap ETF 6.32
    KIE A SPDR S&P Insurance ETF 6.12
    View all Financial Advisors ETFs...
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    Compare KMID to NEWZ Compare NEWZ to KIE Compare TMFM to NEWZ

        Financial Advisors Stocks Recent News

        Date Stock Title
        Nov 22 SPGI S&P 500 Moves Higher; Intuit Shares Fall Following Q1 Results
        Nov 22 UBS Euro Risks Dropping to Parity Against Dollar as Economy Falters
        Nov 22 UBS Swiss Private Bank EFG Aims to Win More Wealthy Clients
        Nov 22 BRO Allstate's Milton Loss Hits $102M: Stock Reaches 52-Week High
        Nov 22 UBS As Trump Backs 'Drill Baby, Drill,' His DOGE Co-Lead Elon Musk Believes 'All Energy Generation Will Be Solar' — Here's What UBS Recommends After Election Dip
        Nov 21 SPGI Texas Pacific Land Set to Join S&P 500, Mueller Industries to Join S&P MidCap 400 and Atlas Energy Solutions to Join S&P SmallCap 600
        Nov 21 SPGI S&P Global Market Intelligence's New Outlook Report Shows the Convergence of Public and Private Credit Markets and Expects the Trend to Continue into 2025
        Nov 21 ENV Mastercard Expands in Senegal With New Prepaid Card Launch
        Nov 21 UBS BlackRock Considers Increasing Mexico Headcount to Deepen Its Presence
        Nov 21 UBS Bitcoin Hits Fresh Record High, Could Soon Reach $100K
        Nov 21 UBS Financial Advisor Jason L. Zachter joins UBS in New York City
        Nov 21 LNC Why Lincoln National (LNC) is a Top Momentum Stock for the Long-Term
        Nov 21 SPGI S&P Global Market Intelligence's Big Picture M&A Report Examines the Drivers that Can Set the Pace for the Recovery in Dealmaking
        Nov 21 AEG With 43% institutional ownership, Aegon Ltd. (AMS:AGN) is a favorite amongst the big guns
        Nov 21 UBS UBS pilots digital currency scheme for domestic and international payments
        Nov 21 AIG American International Group: Underwriting Gains And Capital Returns Reflected In Valuation
        Nov 21 SPGI Dream Finders Homes set to join S&P smallcap 600
        Nov 20 SPGI Dream Finders Homes Set to Join S&P SmallCap 600
        Nov 20 UBS Hedge Funder Linked To Credit Suisse Collapse Gets 18 Year Prison Sentence For Fraud, Market Manipulation
        Nov 20 UBS UBS Announces Redemption of Seven ETNs
        Related Industries: Asset Management Banks - Global Business Services Capital Markets Insurance - Diversified Insurance - Life Insurance Brokers
        Related Stock Lists: Insurance Disability Financial Adviser Insurance Products Investment Management S&P 500 Critical Illness Exchange Traded Fund Income Products Insurance Agents Investment Advisory Services Life Insurance Portfolio Management Property Insurance Retirement Products Retirement Solutions Riversource Technology Solutions Term Life Insurance Universal Life Insurance
        Financial Advisors

        Financial advisors are professionals who provide advice and guidance on financial matters to individuals, businesses, and other organizations. They help clients make informed decisions about their investments, taxes, retirement planning, estate planning, and other financial matters. Financial advisors may also provide advice on insurance, mortgages, and other financial products.

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