Dynasty Financial Partners this week hired Loren Morris as its new partner and director of RIA Services and detailed its ambitious plan to expand its advisor network to between 100 and 150 top-tier RIAs with total assets under management of around $50 billion over the next five years.
Morris, who previously served as national head of the consolidator segment for Charles Schwab Advisor Services' strategic business development group, will be responsible for recruiting and hiring new financial advisor teams to Dynasty's technology and investment platform.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access