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Dynasty Financial Partners
$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.
Dynasty raises platform bar with latest partner
With over $700M in AUM, Next Capital Management is the firm's biggest addition this year.
Red flags for prospective breakaways
The benefits of going independent are alluring, but wirehouse advisers can't afford to discount the formidable challenges ahead.
Why is the advisory world scrutinizing HighTower so closely?
The firm's advisers and competitors are wondering about its next steps, and who will cash in. The answers will go a long way toward shaping the future of the independent channel.
Merrill breakaway launches RIA with an eye on cross-border wealth
Five new firms have joined Dynasty’s outsourcing platform this year amid a rivalry with HighTower.
Insurance advisers’ RIA joins Dynasty amid outsourcing rivalry
The high-net-worth practice makes 41 firms in the platform’s network — two times as many as competitor HighTower.
Where breakaway wirehouse advisers are going now
A detailed look at three years' of recruiting data, from biggest AUM to which firm has lost the most advisers.
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