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The platform provider will now offer to buy a percentage of an advisory firm's revenue.
May 3
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With over $700M in AUM, Next Capital Management is the firm's biggest addition this year.
April 18
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The benefits of going independent are alluring, but wirehouse advisers can't afford to discount the formidable challenges ahead.
March 31
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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.
March 28
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Five new firms have joined Dynasty’s outsourcing platform this year amid a rivalry with HighTower.
March 22
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The firm also recruited an international wealth management team that oversaw $576 million, according to our latest roundup of recent hires and moves.
March 6
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The high-net-worth practice makes 41 firms in the platform’s network — two times as many as competitor HighTower.
March 3
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A detailed look at three years' of recruiting data, from biggest AUM to which firm has lost the most advisers.
February 24
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The platform provider added a breakaway RIA to score a victory in its battle with rival HighTower.
February 23
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The planner-turned-RIA owner is an industry veteran of nearly four decades.
February 21
