Alexandra & James, the holding company of veteran brokerage Lebenthal & Co., announced an agreement with Dynasty Financial Partners that will help it build out its wealth management business.
As part of the strategic partnership, which will offer Alexandra & James an array of services, Dynasty Financial Partners will provide the capital to help A&J add advisors to its wealth management firm. The advisors will then repay the funds once they sign on with Alexandra & James and begin transferring clients' assets. Dynasty offers this arrangement to other wealth management firms in its network.
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