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  2. Wealthsimple - Wikipedia

    en.wikipedia.org/wiki/Wealthsimple

    Wealthsimple Inc. Wealthsimple Inc. is a Canadian online investment management service. The firm was founded in September 2014 by Michael Katchen, Brett Huneycutt, Som Seif, and Rudy Adler and is based in Toronto. [1] [2] As of March 31, 2024, the firm holds over C$38.7 billion in assets under management. [7]

  3. Wealth tax - Wikipedia

    en.wikipedia.org/wiki/Wealth_tax

    A wealth tax (also called a capital tax or equity tax) is a tax on an entity's holdings of assets or an entity's net worth. This includes the total value of personal assets, including cash, bank deposits, real estate, assets in insurance and pension plans, ownership of unincorporated businesses, financial securities, and personal trusts (a one ...

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    Get AOL Mail for FREE! Manage your email like never before with travel, photo & document views. Personalize your inbox with themes & tabs. You've Got Mail!

  5. Merrill (company) - Wikipedia

    en.wikipedia.org/wiki/Merrill_(company)

    Website. www .merrill .com. Merrill (officially Merrill Lynch, Pierce, Fenner & Smith Incorporated ), previously branded Merrill Lynch, is an American investment management and wealth management division of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and broker-dealer activities.

  6. Wealthsimple, valued at $4B last year, joins the fintech ...

    www.aol.com/finance/wealthsimple-valued-4b-last...

    Canadian fintech giant Wealthsimple, which was valued at $4 billion as of last year, is laying off 159 people — or about 13% of its staff. The Toronto-based company has been a leader in the ...

  7. Do You Qualify for a Simple Tax Return? Here’s How To Know

    www.aol.com/qualify-simple-tax-return-know...

    You probably qualify for a simple return if your taxes are limited to: W-2 income. Limited dividend and interest income reported on a 1099-DIV or 1099-INT. Student loan or interest deductions ...

  8. Associated Press 30 days ago 140,000 people did their taxes with the free IRS direct file pilot. But program's future is unclear. The IRS said Friday that more than 140,000 taxpayers filed their ...

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