July 13th, 2014 Facebooktwitterlinkedin
Big Breakaway Team Aims to Take $592M to LPL

Article by: Ann Marsh

“Six Chicago planners have left Merrill Lynch to join LPL Financial and form an independent shop to lure other wirehouse breakaways.

The move reflects a desire to avoid the costs of coming settlements for Merrill’s parent company, Bank of America — and targets other breakaways with similar concerns, say the advisors.”

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