Dynasty Financial Partners

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.

Advisor Gary Hirschberg already has plans to expand his young firm.

Dynasty, Raymond James and Stifel are among the biggest beneficiaries of recent advisor moves.

A 34-year old broker with high-net-worth tax specialty signs with Dynasty.