Dynasty Financial Partners

The wirehouse files for a restraining order in wake of move to Dynasty.

The broker, who had been with the bank for 21 years, went independent with backing from Dynasty Financial Partners.

"It's always nice when one poker player folds and it's down to two or three players," one recruiter says.

The platform provider will now offer to buy a percentage of an advisory firm's revenue.

With over $700M in AUM, Next Capital Management is the firm's biggest addition this year.

The benefits of going independent are alluring, but wirehouse advisers can't afford to discount the formidable challenges ahead.

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.

Five new firms have joined Dynasty’s outsourcing platform this year amid a rivalry with HighTower.

The firm also recruited an international wealth management team that oversaw $576 million, according to our latest roundup of recent hires and moves.

The high-net-worth practice makes 41 firms in the platform’s network — two times as many as competitor HighTower.

A detailed look at three years' of recruiting data, from biggest AUM to which firm has lost the most advisers.

The platform provider added a breakaway RIA to score a victory in its battle with rival HighTower.

The planner-turned-RIA owner is an industry veteran of nearly four decades.

After investing millions in new platforms and preparing thousands of advisers, executives say they've come too far to reverse course.

What breakaway brokers and service providers can learn from the collapse of Sanctuary Wealth Services.

The planner, joining from Robertson Stephens, also has worked for UBS and Merrill Lynch.

The biggest advisers to go it alone this year managed over $13 billion in client assets.

Collectively, this year’s mega movers managed more than $23 billion in client assets.

This may be the largest financial transaction an adviser will handle.

Plus, Merrill Lynch grabs UBS planners who managed $750 million in client assets.