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Merrill is a division of Bank of America that provides investment and wealth management services. It was founded in 1914 by Charles E. Merrill and Edmund C. Lynch, and merged with other firms over the years.
Suze Orman is a well-known financial expert who hosts a podcast, writes books, and appeared on TV shows. She was born in Chicago in 1951 and founded her own financial group in 1987.
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Learn about the history and operations of Merrill Lynch & Co., a former American investment bank that was acquired by Bank of America in 2008. Find out how Merrill Lynch evolved from a brokerage firm to a global financial services company and faced various challenges and controversies.
Merrill Edge is a subsidiary of Bank of America that offers self-directed and guided investment options for individuals and businesses. It was launched in 2010 after the merger between Merrill Lynch and Bank of America, and has $320 billion in assets from 3.5 million clients as of 2022.
Fidelity Investments is a multinational company that offers various financial products and services, such as mutual funds, ETFs, retirement plans, and cryptocurrency. Founded in 1946, it has $4.9 trillion in assets under management and operates worldwide.
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