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2. Are financial advisor fees tax deductible? - AOL

   www.aol.com/finance/financial-advisor-fees-tax...

   The Tax Cuts and Jobs Act (TCJA) of 2017 put an end to the deductibility of financial advisor fees, as well as a number of other itemized deductions. As of January 2018, these fees no longer ...

3. What Are the Tax Implications of Switching Financial Advisors?

   www.aol.com/finance/tax-implications-switching...

   Other Fees You May Incur for Switching Advisors. Beyond taxes, a variety of fees may arise when you switch advisors depending on your current investments and the terms of your accounts. While ...

4. Merrill (company) - Wikipedia

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

   The company was founded on January 6, 1914, when Charles E. Merrill opened Charles E. Merrill & Co. for business at 7 Wall Street in New York City. [11] A few months later, Merrill's friend, Edmund C. Lynch, joined him, and in 1915 the name was officially changed to Merrill, Lynch & Co. [12] At that time, the firm's name included a comma between Merrill and Lynch, which was dropped in 1938. [13]

5. Tax Deductions for Financial Advisor Fees - AOL

   www.aol.com/news/tax-deductions-financial...

   The Tax Cuts and Jobs Act of 2017, commonly referred to as TCJA, eliminated the deductibility of financial advisor fees from 2018 through 2025. And while advisors and clients have had a few years ...

6. Wealth management - Wikipedia

   en.wikipedia.org/wiki/Wealth_management

   t. e. Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring ...

7. Merrill Lynch & Co. - Wikipedia

   en.wikipedia.org/wiki/Merrill_Lynch_&_Co.

   Merrill Lynch & Co., formally Merrill Lynch, Pierce, Fenner & Smith Incorporated, was a publicly-traded American investment bank that existed independently from 1914 until January 2009 before being acquired by Bank of America and rolled into BofA Securities. The firm engaged in prime brokerage and broker-dealer activities and was headquartered ...