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2. Merrill Edge - Wikipedia

   en.wikipedia.org/wiki/Merrill_Edge

   Merrill Edge offers a wide range of investment products, including stocks, bonds, exchange-traded funds (ETFs), margin lending, mutual funds, and options. As of 2022, Merrill Edge held $320 billion in assets from 3.5 million clients, [1] and employed 4,000 advisors working in bank branches and call centers. The firm focuses on the mass affluent ...

3. High-net-worth individual - Wikipedia

   en.wikipedia.org/wiki/High-net-worth_individual

   The U.S. Securities and Exchange Commission requires all SEC-registered investment advisers to periodically file a report known as Form ADV. [9] Form ADV requires each investment adviser to state how many of their clients are "high-net-worth individuals", among other details; its Glossary of Terms explains that a "high-net-worth individual" is a person who is either a "qualified client" under ...

4. JPMorgan Chase - Wikipedia

   en.wikipedia.org/wiki/JPMorgan_Chase

   It has been held annually since 1977 and the races range in size from 4,000 entrants to more than 60,000. JPMorgan Chase is the official sponsor of the US Open; J.P. Morgan Asset Management is the Principal Sponsor of the English Premiership Rugby 7s Series

5. Financial advisor vs. accountant: What’s the difference? - AOL

   www.aol.com/finance/financial-advisor-vs...

   Financial advisor. Accountant. Certifications. Can vary, but often certified financial planner (CFP) or chartered financial analyst (CFA) Certified public accountant (CPA)

6. Finance News & Latest Business Headlines - AOL.com

   www.aol.com/finance

   The Consumer Financial Protection Bureau dropped several of its own lawsuits on Thursday, as the overall direction of the agency remains unclear. ... NFL sets 2025 salary cap at a record-high $279 ...

7. List of asset management firms - Wikipedia

   en.wikipedia.org/wiki/List_of_asset_management_firms

   State Street Global Advisors: United States 4,340 5 Morgan Stanley: United States 3,629 6 JPMorgan Chase: United States 3,564 7 Crédit Agricole (which includes Amundi) France 2,858 8 Goldman Sachs: United States 2,848 9 UBS: Switzerland 2,620 10 Capital Group: United States 2,600 11 Allianz (which includes PIMCO and Allianz Global Investors ...

8. Merrill (company) - Wikipedia

   en.wikipedia.org/wiki/Merrill_(company)

   The company was founded on January 6, 1914, when Charles E. Merrill opened Charles E. Merrill & Co. for business at 7 Wall Street in New York City. [11] A few months later, Merrill's friend, Edmund C. Lynch, joined him, and in 1915 the name was officially changed to Merrill, Lynch & Co. [12] At that time, the firm's name included a comma between Merrill and Lynch, which was dropped in 1938. [13]

9. Chartered Financial Analyst - Wikipedia

   en.wikipedia.org/wiki/Chartered_Financial_Analyst

   The Chartered Financial Analyst (CFA) program is a postgraduate professional certification offered internationally by the US-based CFA Institute (formerly the Association for Investment Management and Research, or AIMR) to investment and financial professionals.