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  2. Ascensus - Wikipedia

    en.wikipedia.org/wiki/Ascensus

    Ascensus, LLC. is an American financial services company that provides financial recordkeeping, tax-advantaged savings and retirement plan services. As of 2024, the company reports that it manages more than 14 million accounts and oversees more than $808 billion in assets under administration.

  3. Stanley O'Neal - Wikipedia

    en.wikipedia.org/wiki/Stanley_O'Neal

    In 1986, O'Neal joined Merrill Lynch and, by the early 1990s, he was running Merrill's leveraged finance division. [8] After spells as global head of capital markets and co-head of the corporate and institutional client group, he spent two years as CFO from 1998 to 2000. In 2000, he was appointed president of the U.S. Private Client Group, the ...

  4. Bank of America Merrill Lynch 401(k) Report Finds ... - AOL

    www.aol.com/2013/03/07/bank-of-america-merrill...

    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 ...

  5. 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.

  6. Best brokerage account bonuses in September 2024 - AOL

    www.aol.com/best-brokerage-account-bonuses...

    You can earn a cash bonus if you open a brokerage or retirement (traditional IRA or Roth IRA) account and fund it with $5,000 or more. ... Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF ...

  7. Bernard Ramsey - Wikipedia

    en.wikipedia.org/wiki/Bernard_Ramsey

    Bernard Bruce Ramsey (November 10, 1915 – July 11, 1996) was an executive with Merrill Lynch, a brokerage firm, but is best known for his philanthropic contributions to the University of Georgia. [1]

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