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Merrill Lynch Sues $129 Billion Advisor Team, Charles Schwab, and Dynasty Over ‘Corporate Raid’
Barrons·2025-09-24 15:14

Merrill Lynch filed a lawsuit against Charles Schwab, Dynasty Financial Partners, and a group of former Merrill Lynch financial advisors that oversaw $129 billion in assets, accusing the defendants of conspiring to "poach†its business, advisors, and support staff. ...