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The platform provider has added 12 firms to its roster so far this year.
September 12 -
Regional brokerages and firms that assist breakaway advisors have been picking off top talent at the wirehouses.
September 5 -
The independent firm was founded by two former Merrill Lynch advisors in 2012.
August 28 -
The Dynasty-affiliated RIA manages around $15 million on average per client.
August 9 -
A judge issued a ruling after intensely scrutinizing advisors' emails and text messages to clients.
August 3 -
The firm continues a recruiting streak that has netted teams managing over $10.5 billion in assets this year alone.
August 1 -
The Swiss wirehouse hit the founding partners of an $8 billion firm with a lawsuit.
July 25 -
Despite hiring pullbacks at the larger firms, there's been no shortage of multibillion dollar moves.
July 17 -
The platform provider has inked partnerships with 45 RIAs since 2010 and 10 so far this year.
July 11 -
The firm isn't the only one benefiting from a still strong breakaway movement.
July 7 -
The wirehouse files for a restraining order in wake of move to Dynasty.
June 19 -
The broker, who had been with the bank for 21 years, went independent with backing from Dynasty Financial Partners.
June 6 -
"It's always nice when one poker player folds and it's down to two or three players," one recruiter says.
May 12 -
The platform provider will now offer to buy a percentage of an advisory firm's revenue.
May 3 -
With over $700M in AUM, Next Capital Management is the firm's biggest addition this year.
April 18 -
The benefits of going independent are alluring, but wirehouse advisers can't afford to discount the formidable challenges ahead.
March 31 -
The firm's advisers and competitors are wondering about its next steps, and who will cash in. The answers will go a long way toward shaping the future of the independent channel.
March 28 -
Five new firms have joined Dynasty’s outsourcing platform this year amid a rivalry with HighTower.
March 22 -
The firm also recruited an international wealth management team that oversaw $576 million, according to our latest roundup of recent hires and moves.
March 6 -
The high-net-worth practice makes 41 firms in the platform’s network — two times as many as competitor HighTower.
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