Dynasty Financial Partners

A tax receivable agreement, popular in public offerings but controversial in some eyes, would regularly send extra money to insiders.

The firm isn't "shelving" its offering – it's waiting for Wall Street to emerge from the worst IPO landscape since 2009.

The word 'broker' carries negative connotations. But to many wealth management professionals, commission-based shops are valuable to a transforming industry.

With a new high in firms and financial advisors in the channel, an increasing array of competitors are pitching themselves as the edge.

Firm may be less nimble, CEO Penney more transparent after shares float, analysts say.

The TAMP has also created a new chief digital officer role to oversee improvements to the firm’s technology infrastructure.

The firm serves UHNW clients, and the advisors embarked on a search in order to enable clients to have more access to private investments.

The White House’s sweeping proposal to raise taxes on the wealthy will likely force advisors to get creative as they structure sales of their practices.

Lisa Quadrini had worked with the practice during her earlier tenure with Merrill Lynch, and she’s now launching its new office.

The quartet of financial advisors range in age from their 20s to their 90s, and are the second group to sign with Dynasty this week.