Dynasty Financial Partners

LPL has reeled in about half of the reps changing their BDs so far this year, but the full RIA channel is also reaping big gains. Plus, other news in the indie space.

Our newly independent practice turned the shift to virtual into a learning experience we never would have expected.

In a still male-dominated industry, does the network help attract and keep more women at the firm? CEO Shirl Penney says yes and has the results to prove it.

The partnership will likely help both industry titans with their long-term strategic plans.

More often than not, wirehouses were on the losing side of these moves.

The ex-Northwestern Mutual advisors dropped their broker registrations, selecting the TAMP and platform’s services in the process.

Dynasty launched a pop-up store to "cut the stress out and alleviate the headache" for advisors.

The hybrid RIA pivots to take on Dynasty as a platform provider, offering equity as a sweetener.

No RIA has ever custodied with TD Ameritrade when opting into the Dynasty Network.

Advisor Chuck Cooper says he hopes the new practice will be a home for breakaway wirehouse and IBD-affiliated advisors.