Dynasty Financial Partners has won another round in the high-stakes battle for breakaway advisors.
Concentus Wealth Advisors, a suburban Philadelphia team who managed over $300 million as Strid Wealth Management Group, has left Wells Fargo Advisors to join outsourcer Dynasty's network of high-end advisory firms.
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