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  2. Vanguard 'nickel-and-dimes Grandma' after 49 years without ...

    www.aol.com/finance/vanguard-nickel-dimes...

    Vanguard said it saw that the “needs of many small-business owners have evolved” as it evaluated its offerings, and it calls Ascensus “a leading provider of tax-advantaged savings and ...

  3. 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.

  4. The Vanguard Group - Wikipedia

    en.wikipedia.org/wiki/The_Vanguard_Group

    The Vanguard Group, Inc. is an American registered investment advisor founded on May 1, 1975, and based in Malvern, Pennsylvania, with about $10.4 trillion in global assets under management as of November 2024. [3]

  5. Unhappy customer: Why I finally took my business from ... - AOL

    www.aol.com/finance/unhappy-customer-why-finally...

    Had Vanguard not announced plans to sell its Individual 401(k)s, SIMPLE IRAs, and multi-participant SEP-IRAs to Ascensus, I wouldn’t have bothered to look for a fee lower than the minuscule 0.04%.

  6. PRIMECAP - Wikipedia

    en.wikipedia.org/wiki/PRIMECAP

    On November 1, 1984, Primecap and Vanguard launched the Vanguard Primecap fund with $100,000 in seed money from Bogle himself. While the fund was owned by Vanguard, it would be managed by Primecap. In 2015 it was reported that a $10,000 investment in the Vanguard Primecap fund would be worth nearly $500,000 that year which would be almost ...

  7. Vanguard Brokerage Review - AOL

    www.aol.com/news/vanguard-brokerage-review...

    Vanguard began operations back in 1975, although its oldest fund, the Vanguard Wellington™ Fund, was incepted in 1929. The company currently manages about $5.1 trillion in global assets from ...

  8. State Street Corporation - Wikipedia

    en.wikipedia.org/wiki/State_Street_Corporation

    State Street Bank and Trust Company, also known as State Street Global Services, is the securities services division of State Street that provides asset owners and managers with securities services (e.g. custody, corporate actions), fund accounting (pricing and valuation), and administration (financial reporting, tax, compliance, and legal) services.

  9. BlackRock and Vanguard own huge amounts of bank shares—but ...

    www.aol.com/finance/blackrock-vanguard-own-huge...

    BlackRock and Vanguard own huge amounts of bank shares—but only one agrees with FDIC policy on undue influence. Michael del Castillo. Updated January 15, 2025 at 5:02 PM.