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CEO Rich Steinmeier reiterated LPL's goal to retain 90% of Commonwealth's assets and headcount while listing reasons why advisors might think twice about leaving to start their own RIAs.
August 1
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Kevin Roche, a partner in Orrick's New York office, is a member of its public finance department.
August 1
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Lorraine McGowen, a partner at Orrick, is a leading bankruptcy and restructuring attorney.
August 1
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Jenna Magan is co-head of Orrick's Public Finance Group and is a partner in the Sacramento office.
August 1
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Emanuel "Manny" Grillo is a partner in the restructuring practice at Orrick, Herrington & Sutcliffe in New York.
August 1
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The decision to rejoin the CEO and chairman roles comes roughly two months after regulators removed an asset cap that had stunted the San Francisco-based company's growth for seven years.
July 31
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The American College of Financial Services and RISR are collaborating as a BNY Wealth report showcased the planning complexities of owner succession deals.
July 31
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The top Democrat on the Senate Finance Committee wants information about whether the IRS has done any audits or investigations of Epstein's tax planning work.
July 31
