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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.
Bank of America Merrill Lynch 401 (k) Report Finds Employers and Employees Taking Action to Improve Financial Wellness 401 (k) Plan Design Features and Personalized Financial Advice Help Drive ...
In 1969, the company was sold to Merrill Lynch and would become Merrill Lynch, Royal Securities Limited. Eventually, the Royal Securities name vanished and the company operated as Merrill Lynch Canada Ltd. who over time would sell off their Canadian retail brokerage business to Canadian Imperial Bank of Commerce.
Merrill offers pre-tax and Roth solo 401 (k) accounts, providing greater flexibility for participants, and it also allows clients to take a loan from their plan.
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.
In 1985, he joined Merrill Lynch, and three years later was appointed chairman and chief executive officer of Morgan Financial Corporation. He joined Canada Trust Financial Services Inc. in 1991, rising to president and chief executive officer in 1994 , a position he held until 2000.Canada Trust was a customer focused financial institution ...
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