Dynasty Financial Partners

Nearly two dozen mega teams switched employers, but few went to a wirehouse.

Investment capital has become widely available, but advisors still face challenges.

Despite Merrill Lynch’s recent decision to stay in the Broker Protocol, Greg Fleming sees a long struggle ahead.

There are savvy ways to position a firm for a future sale, experts at Schwab Impact told advisors, beyond focusing on revenue or AUM.

The firms dominate the space, but they face headwinds in a changing industry, Cerulli says.

Independent firms need capital, but some top executives question private equity's benefits.

Don’t ignore the costs and time of getting new business.

The platform provider has added 12 firms to its roster so far this year.

Regional brokerages and firms that assist breakaway advisors have been picking off top talent at the wirehouses.

The independent firm was founded by two former Merrill Lynch advisors in 2012.