The Barclays breakaway exodus to Summit Trail Advisors shows no signs of slowing down.
Formed less than three months ago by former advisors from Barclays Wealth, the Dynasty Financial Partners-affiliated RIA is adding four new partners to its New York office, all also from Barclays Wealth, which is being acquired by Stifel. The deal, announced in the spring, is scheduled to close by the end of the year.
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