Dynasty Financial Partners

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.

The RIA founded by former Barclays advisors caters to ultrawealthy clients.

Soaring demand for loans has spurred DeVoe & Co. to launch a referral service.

Michelle Rudd opened a new office for Summit Trail Advisors, a $5 billion independent firm.

Dynasty CEO Shirl Penney sees it as an option down the road.

Craig Findley once helped oversee a 36-member team that managed more than $6 billion.

Brokers “have become accustomed to this kind of deal structure,” COO Ed Swenson says.

“The amount of capital available to this industry is small relative to the size of the need,” says one new lender.

The pickup adds to the platform service provider’s hot streak.

The list includes the biggest wirehouse breakaway team in the past five years.

The 11-person team, which was assisted by Dynasty Financial Partners, was attracted by the raft of technology options in the independent space.

Every advisor's route is different but one thing is certain — turbulence.

If advisors aren’t present in their clients’ phones, warns the head of the RIA services platform, "they are going to become irrelevant."

The platform provider will keep its New York offices.

The following 17 teams oversaw about $75 billion in assets. The firms ending the year with prize recruits include a diverse cast: regional BDs, wirehouses, boutiques and RIAs.

Too many planners are serving too few clients, Dynasty’s chairman argues.

Newcomer F3Logic makes an impressive $2.5 billion debut.

From barbecue sauce to jumping out of planes, planners share their strategies of bonding with investors.

The platform outsourcer is now appealing to a new market.