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Dynasty Financial Partners
Private equity 'very destabilizing’ to advisory firms?
Independent firms need capital, but some top executives question private equity's benefits.
Voices
The science of client acquisition
Ed Friedman
Director of Strategic Relationships
Dynasty Financial Partners
Don’t ignore the costs and time of getting new business.
Sponsored by Commonwealth
Dynasty scoops up $300M RIA as hot streak continues
The platform provider has added 12 firms to its roster so far this year.
Advisors on the Move: Wirehouses lose 18 teams with nearly $10B
Regional brokerages and firms that assist breakaway advisors have been picking off top talent at the wirehouses.
$600M Merrill team leaves for Dynasty-affiliated RIA
The independent firm was founded by two former Merrill Lynch advisors in 2012.
Summit Trail poaches $300M UHNW team
The Dynasty-affiliated RIA manages around $15 million on average per client.
In UBS-RIA spat, a warning for advisors switching firms
A judge issued a ruling after intensely scrutinizing advisors' emails and text messages to clients.
Merrill Lynch loses $250M team to Dynasty
The firm continues a recruiting streak that has netted teams managing over $10.5 billion in assets this year alone.
Judge tosses restraining order against UBS breakaways
The Swiss wirehouse hit the founding partners of an $8 billion firm with a lawsuit.
$1B Merrill private banking team goes indie with Dynasty
The platform provider has inked partnerships with 45 RIAs since 2010 and 10 so far this year.
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