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The move by the multi-generational practice stemmed from LPL’s self-clearing capabilities, one of the advisors says.

Matt Celenza is co-founder and CEO of Boulevard Insurance Strategies and founder and managing partner of Boulevard Family Wealth, an independent RIA in Beverly Hills, California.

Josh Benn is the global leader of the consumer corporate finance practice and head of the New York Mergers & Acquisition practice at Duff & Phelps.

Karyn Twaronite is EY global diversity and inclusiveness officer. She is responsible for maximizing the diversity of EY professionals across the globe by enhancing EY’s inclusive culture. She is a member of the US Executive Committee and sits on the Global Practice Group, the Americas Operating Executive Sub-Committee, and the Global and Americas Talent Executives. She also chairs the Inclusiveness Advisory Council.

The latest revelation of misconduct comes as the bank tries to overhaul its internal culture after two years of lawsuits, investigations and fines.

Marna Ricker is EY Americas vice chair – tax services. She is responsible for driving growth, managing resources, developing people and providing client service across North, Central and South America and Israel.

Manuel Martin is CEO and co-founder of Orvium.

The fund took in about $22 million in August.

David Hanson is Co-CEO of Ultra.

The policy had been under review after a federal appeals court vacated the fiduciary rule earlier this year.