Dynasty Financial Partners

Advisors such as Greg Hersch have long found professional fulfillment by leaving wirehouses to start their own firms. But will they soon find that path cut off?

Consolidators are doubling and tripling RIAs' five-year performance.

The combination of the three practices will establish a key fiduciary advisor in the retirement planning industry.

Nearly two dozen mega teams switched employers, but few went to a wirehouse.

Investment capital has become widely available, but advisors still face challenges.

Despite Merrill Lynch’s recent decision to stay in the Broker Protocol, Greg Fleming sees a long struggle ahead.

There are savvy ways to position a firm for a future sale, experts at Schwab Impact told advisors, beyond focusing on revenue or AUM.

The firms dominate the space, but they face headwinds in a changing industry, Cerulli says.

Independent firms need capital, but some top executives question private equity's benefits.

Don’t ignore the costs and time of getting new business.

The platform provider has added 12 firms to its roster so far this year.

Regional brokerages and firms that assist breakaway advisors have been picking off top talent at the wirehouses.

The independent firm was founded by two former Merrill Lynch advisors in 2012.

The Dynasty-affiliated RIA manages around $15 million on average per client.

A judge issued a ruling after intensely scrutinizing advisors' emails and text messages to clients.

The firm continues a recruiting streak that has netted teams managing over $10.5 billion in assets this year alone.

The Swiss wirehouse hit the founding partners of an $8 billion firm with a lawsuit.

Despite hiring pullbacks at the larger firms, there's been no shortage of multibillion dollar moves.

The platform provider has inked partnerships with 45 RIAs since 2010 and 10 so far this year.

The firm isn't the only one benefiting from a still strong breakaway movement.