RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Brett Bernstein"


Headline

Publish date


Rob Kantor: Merrill Lynch came after us, saying we stole everything. We knew they would, but ... that was a little overwhelming.

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

September 9, 2010 at 4:33 AM

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo