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...“The big question mark for us was the tax bureau — that seemed incredibly unrelated,” said Schaefer....
...A version of this article was first published by Nikkei Asia on December 16, 2020. ©2020 Nikkei Inc. All rights reserved....
...Bonnie Schaefer and Marla Schaefer, co-chief executives, said the sale was agreed after “an enormous amount of soul searching over time”....
...One of Mr Gorman's steps at Merrill involved having people with less than $100,000 to invest work with call centers rather than brokers....
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