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Merrill Sues Dynasty, Schwab, Alleging 'Corporate Raid' Led to Breakaway $129B RIA
Yahoo Finance·2025-09-24 15:38

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Merrill Lynch is accusing Dynasty Financial Partners, Charles Schwab and a host of former advisors of running a “premeditated corporate raid” by luring a large, institutional-focused team out of the wirehouse to form a $129 billion RIA. In the suit filed Tuesday afternoon in Georgia federal court, Merrill accused numerous principals of the wirehouse’s Atlanta-based Global Corporate and Institution ...