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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.
In its Best Brokers of 2024 ranking, GOBankingRates identified the best brokerage accounts and online trading platforms to help you choose the right web broker for you. 11 Best Brokerage Accounts ...
SoFi was founded in 2011 as a student loan refinancing company. In 2019, SoFi — , short for Social Finance — expanded into investment services, offering a user-friendly platform to new investors.
Wealthsimple Tax (formerly SimpleTax) is an all-in-one tax preparation and filing platform. [43] In September 2019, Wealthsimple acquired SimpleTax, a Canadian tax software company launched in 2012. The acquisition of SimpleTax added online tax-return preparation and filing service to Wealthsimple's suite of financial products. [43] [44] [45]
In May 2017, Cetera announced the launch of its advisory platform, My Advice Architect. The platform has since grown to host more than $100 billion in assets. [23] In July 2018, Genstar Capital announced its intention to acquire the majority interest in the Cetera Financial Group. [24] The transaction was completed in October 2018. [25]
Wealth management strategies will vary based on the specific needs of the client. Overall, the reason to use a wealth management firm is to seek strategies to help maintain and grow your total wealth.
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