Dynasty Financial Partners

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.