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The Dynasty-affiliated RIA manages around $15 million on average per client.
August 9 -
A judge issued a ruling after intensely scrutinizing advisors' emails and text messages to clients.
August 3 -
The firm continues a recruiting streak that has netted teams managing over $10.5 billion in assets this year alone.
August 1 -
The Swiss wirehouse hit the founding partners of an $8 billion firm with a lawsuit.
July 25 -
Despite hiring pullbacks at the larger firms, there's been no shortage of multibillion dollar moves.
July 17 -
The platform provider has inked partnerships with 45 RIAs since 2010 and 10 so far this year.
July 11 -
The firm isn't the only one benefiting from a still strong breakaway movement.
July 7 -
The wirehouse files for a restraining order in wake of move to Dynasty.
June 19 -
The broker, who had been with the bank for 21 years, went independent with backing from Dynasty Financial Partners.
June 6 -
"It's always nice when one poker player folds and it's down to two or three players," one recruiter says.
May 12