Dynasty Financial Partners

Also, Dynasty lured teams managing nearly $1 billion in client assets to independence.

Several of the largest moves this year show top talent is looking beyond traditional choices.

Two advisers left Lebenthal Wealth Advisors to start their own practice approximately two years after they joined the firm.

The new recruit is joining Corient Capital, an independent firm founded a year ago by ex-Merrill Lynch advisers.

Reports of the hypothesis’ demise may be greatly exaggerated.

With a few simple tweaks to their strategy, planners can stop making flubs that can hurt their business — or even their personal brand.

Hiring young planners is one thing but keeping them happy is another.

The recruit was overseeing 100 advisers responsible for $15 billion in client assets before joining the breakaway firm.