Kelly Milligan filed a class action complaint in federal court, arguing he lost $500,000 in deferred compensation after leaving the wirehouse several years ago. One attorney estimated more than 1,000 former Merrill advisors have a similar story.
Wealth Management IQ and ISS Market Intelligences’ Discovery Data have compiled a list of RIAs growing fast while keeping sight of their priorities: the client experience and the sustainability of the business.
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