Dynasty Financial Partners

A detailed look at three years' of recruiting data, from biggest AUM to which firm has lost the most advisers.

The platform provider added a breakaway RIA to score a victory in its battle with rival HighTower.

The planner-turned-RIA owner is an industry veteran of nearly four decades.

After investing millions in new platforms and preparing thousands of advisers, executives say they've come too far to reverse course.

What breakaway brokers and service providers can learn from the collapse of Sanctuary Wealth Services.

The planner, joining from Robertson Stephens, also has worked for UBS and Merrill Lynch.

The biggest advisers to go it alone this year managed over $13 billion in client assets.

Collectively, this year’s mega movers managed more than $23 billion in client assets.

This may be the largest financial transaction an adviser will handle.

Plus, Merrill Lynch grabs UBS planners who managed $750 million in client assets.

The boutique firm focuses on ultrahigh-net-worth entrepreneurs worldwide.

Embracing technology is no longer an option. Here’s how David Root of D.B. Root & Co. uses it to build his brand and finds prospects.

The platform provider has added an estimated $1 billion in assets in two months.

Also, Dynasty lured teams managing nearly $1 billion in client assets to independence.

Several of the largest moves this year show top talent is looking beyond traditional choices.

Two advisers left Lebenthal Wealth Advisors to start their own practice approximately two years after they joined the firm.

The new recruit is joining Corient Capital, an independent firm founded a year ago by ex-Merrill Lynch advisers.

Reports of the hypothesis’ demise may be greatly exaggerated.

With a few simple tweaks to their strategy, planners can stop making flubs that can hurt their business — or even their personal brand.

Hiring young planners is one thing but keeping them happy is another.