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  2. Fidelity International - Wikipedia

    en.wikipedia.org/wiki/Fidelity_International

    It was established in 1969 [3] as an international investment subsidiary of Fidelity Management & Research, before becoming an independent business in 1980. Today, Fidelity International handles investments for clients in Europe, Canada, EMEA and Asia, while the US-based Fidelity Management and Research handles investments for clients in the USA.

  3. Abigail Johnson - Wikipedia

    en.wikipedia.org/wiki/Abigail_Johnson

    Upon graduating from Harvard Business School in 1988, Johnson joined Fidelity Investments, which her grandfather Edward Johnson II founded in 1946 [4] and of which her father Edward Johnson III was then the CEO. She began as an analyst and portfolio manager. [4] In 2001, she was promoted to president of Fidelity Asset Management.

  4. No Charge - Wikipedia

    en.wikipedia.org/wiki/No_Charge

    "No Charge" is a country music song, written by songwriter Harlan Howard. It was first recorded by country singer Melba Montgomery , whose 1974 version was a #1 country hit in both the US and Canada, as well as making #39 on the US pop charts.

  5. Mutual fund - Wikipedia

    en.wikipedia.org/wiki/Mutual_fund

    Wider distribution of fund shares. Among the new distribution channels were retirement plans. Mutual funds are now the a preferred investment option in certain types of retirement plans, specifically in 401(k), other defined contribution plans and in individual retirement accounts (IRAs), all of which surged in popularity in the 1980s. [22]

  6. The Vanguard Group - Wikipedia

    en.wikipedia.org/wiki/The_Vanguard_Group

    The Vanguard Group, Inc. (commonly known as simply Vanguard) is an American registered investment advisor founded on May 1, 1975 and based in Malvern, Pennsylvania, with about $9.3 trillion in global assets under management as of May 2024. [3]

  7. Edelman Financial Engines - Wikipedia

    en.wikipedia.org/wiki/Edelman_Financial_Engines

    By 2018, the company managed $160 billion in assets and was the largest provider of managed accounts in the defined-contribution market. [18] The company provided 401(k) investment advice managed by a proprietary technology platform with access to human advisers. [16] In 2018, its clients included Comcast NBCUniversal and IBM. [19]

  8. Principal Financial Group - Wikipedia

    en.wikipedia.org/wiki/Principal_Financial_Group

    Eddie was the lead and central character in the marketing campaign of the Principal Financial Group from 2005 to 2015. Eddie's television and print ads often depicted him facing challenges and using the Principal Edge logo to solve his financial, business, and everyday life problems.

  9. Microsoft Excel - Wikipedia

    en.wikipedia.org/wiki/Microsoft_Excel

    Released in 1995 with Microsoft Office for Windows 95, this is the first major version after Excel 5.0, as there is no Excel 6.0 with all of the Office applications standardizing on the same major version number. Internal rewrite to 32-bits. Almost no external changes, but faster and more stable.