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Dynasty Financial Partners
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.
Biggest breakaways in '17: Teams with $10.5B go indie with Dynasty
The firm isn't the only one benefiting from a still strong breakaway movement.
$8B breakaway UBS team hit with lawsuit
The wirehouse files for a restraining order in wake of move to Dynasty.
Billion-dollar bye-bye: Mega adviser exits Goldman to form RIA
The broker, who had been with the bank for 21 years, went independent with backing from Dynasty Financial Partners.
Merrill Lynch recruiting pullback: Regionals and breakaways eye opportunity
"It's always nice when one poker player folds and it's down to two or three players," one recruiter says.
Dynasty ups the ante in fierce competition to partner with RIAs
The platform provider will now offer to buy a percentage of an advisory firm's revenue.
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