Dynasty Financial Partners has snagged another independent investment advisory firm to its network, this time from a group that spun off from Morgan Stanley Smith Barney with about $1.2 billion in AUM.
The new advisory firm, King Wealth Management Group, will operate using a platform of customized services that Dynasty Financial Partners has created for it, including Black Diamond’s institutional back offices and Dynasty’s own wealth management platform, which integrates industry-leading research from Callan Associates.
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