Dynasty Financial Partners

The list includes the biggest wirehouse breakaway team in the past five years.

The 11-person team, which was assisted by Dynasty Financial Partners, was attracted by the raft of technology options in the independent space.

Every advisor's route is different but one thing is certain — turbulence.

If advisors aren’t present in their clients’ phones, warns the head of the RIA services platform, "they are going to become irrelevant."

The platform provider will keep its New York offices.

The following 17 teams oversaw about $75 billion in assets. The firms ending the year with prize recruits include a diverse cast: regional BDs, wirehouses, boutiques and RIAs.

Too many planners are serving too few clients, Dynasty’s chairman argues.

Newcomer F3Logic makes an impressive $2.5 billion debut.

From barbecue sauce to jumping out of planes, planners share their strategies of bonding with investors.

The platform outsourcer is now appealing to a new market.

Advisor Gary Hirschberg already has plans to expand his young firm.

Dynasty, Raymond James and Stifel are among the biggest beneficiaries of recent advisor moves.

A 34-year old broker with high-net-worth tax specialty signs with Dynasty.

Bruce Keebeck Lee has repeatedly been ranked as a top advisor by both Barron’s and The Financial Times, but he was fired in April for a failure to file compliance paperwork.

As with equity portfolios, a key part of risk reduction is prudent and thoughtful diversification.

Wealth management allows veterans the chance to help each other in a meaningful way.

People affected by autism are underserved by the wealth management industry. Here’s how one advisor set out to change that.

Exodus to RIAs continues, but Schwab cites red flags.

Unhappy with M&A offers, CJM chooses to stay independent.

YCharts targets advisors seeking to shore up their clients' portfolios during a downturn.