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Father and son breakaway team 'poke the bear' by suing Merrill Lynch upon exit -- a risky move, experts claim -- but potentially a brilliant out-of-the-box approach to keep their clients

Michael and Philip Bradshaw of San Diego took the action against $3.2-trillion New York City colossus, because their attorney sees an angle under California law

Author Lisa Shidler March 1, 2023 at 2:44 AM
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Erwin Shustak: Merrill poked the bear first.
Brooke Southall and Keith Girard contributed to the editing of this article.

Merrill Lynch



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September 1, 2022 at 5:11 AM


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