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The CEO of Mariner bought the then-$26-billion OSJ in 2022, absorbed some its better advisors with buyouts, then likely sold it for a gain, recruiter says
The serial 'Nerd's Eye' RIA entrepreneur didn't give an inch against LPL RIA chief, Marc Cohen, who insisted custody is about value, not fees.
In October, Canter laid down the challenge, Clark sided with him and the Nerd's Eye View publisher and RIA advocate called their bluff.
Amid 'uptick' nationally in Goldman Sachs teams bolting, David Darby and Melissa Gray reunite with big help from the New York umbrella firm and Black Diamond software
A frenzied speaker-substitution effort was capped by a wee-hours lobby stakeout for Conway
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