Oppenheimer claims one of its former brokers is trying to recruit the clients of a deceased colleague.
With the acquisition of Levy Wealth, the Minneapolis giant has opened its ninth location in Pennsylvania.
The deal enables Mariner to offer enhanced M&A advisory services to its clients.
The Investment Center will add 240 financial advisors to LPL's network.
The Salon Magura Private Wealth Group and a team led by Bernard Suissa managed a combined $801 million.
Benchmark Wealth Management of Lyme, Conn., was founded in 2007.
But their concerns about inflation and market volatility have eased.
It was the first ruling in an effort by JPMorgan to recoup $90 million in bonus agreements from 16 advisors.
Fixed-indexed and registered index-linked annuities drove the surge in sales, Limra said.
John Terrion, who had been with Merrill Lynch for 26 years, has moved to RBC's Boulder branch.
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