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Schwab: Merrill's 'Corporate Raid' Suit Lacks Evidence
News September 30, 2025 at 02:48 PM
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What You Need To Know
- About 120 of 170 employees of a $129 billion Merrill unit left to form a Dynasty-affiliated RIA that custodies with Schwab.
- The idea that the advisors and firms discussed ways to hurt a Merrill office is "far-fetched," Schwab says.
- Schwab contends Merrill based its allegations on "information and belief," not evidence.
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