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Breakaway story: How Merrill Lynch breakaways built a firm that's adding advisors, and assets at $2-$5 million a month

XML's team turned down two buyout offers and faced down a lawsuit to build a top firm near the nation's capitol

Author Elizabeth MacBride September 9, 2010 at 4:33 AM
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Rob Kantor: Merrill Lynch came after us, saying we stole everything. We knew they would, but ... that was a little overwhelming.


Mentioned in this article:

MarketCounsel | HamburgerLaw
Compliance Expert, RIA Set-up Firm, Regulatory Consultant
Top Executive: Brian Hamburger

XML Financial Group
Consulting Firm
Top Executive: Brett Bernstein



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