Charles Schwab describes claims in Merrill’s raiding suit as ‘rank speculation’
Our Founder and Managing Partner, Corey Kupfer, spoke with Citywire's Andrew Foerch about the latest high-profile legal battle brewing between Schwab and Merrill Lynch over a massive advisor departure, with one side alleging corporate raiding and the other dismissing the claims as pure speculation. Corey explained both sides' arguments, his perspective on the suit, and what this could mean for the future of wirehouse breakaways and transitions.
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