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  2. Dean Witter Reynolds - Wikipedia

    en.wikipedia.org/wiki/Dean_Witter_Reynolds

    Dean Witter Reynolds was an American stock brokerage and securities firm catering to a variety of clients. Prior to the company's acquisition, it was among the largest firms in the securities industry with over 9,000 account executives (ranking third in the US in 1996) and was among the largest members of the New York Stock Exchange.

  3. James P. Gorman - Wikipedia

    en.wikipedia.org/wiki/James_P._Gorman

    2. Relatives. Katharine Williams (sister) James Patrick Gorman [1] AO (born July 14, 1958) [2] is an Australian-American businessman and financier. He has been executive chairman of Morgan Stanley since 2012, and was CEO of the firm from 2010 through 2023. Before becoming CEO, he was the co-president and co-head of strategic planning at the firm.

  4. Edelman Financial Engines - Wikipedia

    en.wikipedia.org/wiki/Edelman_Financial_Engines

    1,500 [5] (2020) Website. edelmanfinancialengines .com. Edelman Financial Engines is an American financial planning and investment advisory company. As of March 2021, it has $291 billion in assets and more than 1.3 million clients. [4] [6] The company was formed by the 2018 merger of Financial Engines (founded in 1996) and Edelman Financial ...

  5. The pros and cons of taking out a 401(k) loan - AOL

    www.aol.com/finance/pros-cons-taking-401-k...

    Early withdrawals are less attractive than loans. One alternative to a 401(k) loan is a hardship distribution as part of an early withdrawal, but that comes with all kinds of taxes and penalties ...

  6. Morgan Stanley - Wikipedia

    en.wikipedia.org/wiki/Morgan_Stanley

    Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City.With offices in 41 countries and more than 75,000 employees, the firm's clients include corporations, governments, institutions, and individuals.

  7. Morgan Stanley, LISC Launch Pilot Small-Business Loan ... - AOL

    www.aol.com/2012/11/26/morgan-stanley-lisc...

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  8. How Student Loan Debt Payments Are Cutting Into Employee 401(k)s

    www.aol.com/finance/student-loan-debt-payments...

    For people with incomes of more than $55,000 who were making student loan payments, the average employee contribution rate was 6.1%, while those in the same income range who weren’t making ...

  9. Discover Financial - Wikipedia

    en.wikipedia.org/wiki/Discover_Financial

    In 1997, this company merged with investment banking house Morgan Stanley to become Morgan Stanley Dean Witter, Discover & Co. Discover and Novus retired acceptance mark (still seen in many places) On February 1, 1999, the company rebranded itself as Discover Financial Services, Inc. [6] The NOVUS logo was retired, replaced by the Discover ...