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No RIA has ever custodied with TD Ameritrade when opting into the Dynasty Network.September 23
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Advisor Chuck Cooper says he hopes the new practice will be a home for breakaway wirehouse and IBD-affiliated advisors.August 27
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The RIA founded by former Barclays advisors caters to ultrawealthy clients.August 27
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Soaring demand for loans has spurred DeVoe & Co. to launch a referral service.August 15
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Michelle Rudd opened a new office for Summit Trail Advisors, a $5 billion independent firm.July 24
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Dynasty CEO Shirl Penney sees it as an option down the road.July 18
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Craig Findley once helped oversee a 36-member team that managed more than $6 billion.June 27
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Brokers “have become accustomed to this kind of deal structure,” COO Ed Swenson says.June 11
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“The amount of capital available to this industry is small relative to the size of the need,” says one new lender.June 10
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The pickup adds to the platform service provider’s hot streak.May 13
