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  2. Merrill Edge - Wikipedia

    en.wikipedia.org/wiki/Merrill_Edge

    Merrill Edge is an electronic trading platform and investment advisory service that provides self-directed and guided investment options for individuals and businesses. It is a subsidiary of Bank of America and was launched in 2010 after the merger between Merrill Lynch and Bank of America.

  3. Merrill (company) - Wikipedia

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

    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.

  4. Best places to roll over your 401(k) in April 2024

    www.aol.com/finance/best-places-roll-over-401...

    Merrill Edge. Schwab Intelligent Advisors. ... The customer service is excellent here as well, and if you’re looking to trade, you’ll probably find something to love on the highly customizable ...

  5. Empower (financial services) - Wikipedia

    en.wikipedia.org/wiki/Empower_(financial_services)

    Empower acquired the heritage SunTrust 401(k) recordkeeping business, which includes approximately 300 retirement plans consisting of more than 73,000 plan participants and $5 billion in plan assets. On September 29, 2020, Empower announced that it would acquire the retirement plan recordkeeping business of Fifth Third Bank.

  6. How to Roll Over Your Merrill Lynch 401k

    www.aol.com/news/roll-over-merrill-lynch-401k...

    Rolling over your Merrill Lynch 401k is actually pretty easy. Skip to main content. Sign in. Mail. 24/7 Help. For premium support please call: 800-290-4726 more ways to reach ...

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  8. Fidelity Investments - Wikipedia

    en.wikipedia.org/wiki/Fidelity_Investments

    Fidelity Personal, Workplace and Institutional Services (PWIS) is the largest provider of 401(k) retirement plan services with $1.4 trillion under administration and $32 billion in total defined contribution assets, as of 2015.

  9. John Thain - Wikipedia

    en.wikipedia.org/wiki/John_Thain

    Merrill Lynch and Citigroup sought new leaders following the sudden departure of their former CEOs after the disappointing performance in the third quarter of 2007 due to the subprime mortgage crisis. Nelson Chai, the CFO of the New York Stock Exchange under Thain, followed his mentor to Merrill Lynch and assumed the same role as CFO.

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