Recruiting

With a new brand and new leadership, the firm hopes to tap into a burgeoning wealth management sector.

The IBD network added a community bank’s investment program after exceeding the goals it set at the beginning of 2020, its head recruiter says.

Questions about job losses and real estate are adding more complexity to the usual post-deal issues involving advisor retention and company consolidation.

The firm hopes to more readily attract talent from rivals.

The quartet of financial advisors range in age from their 20s to their 90s, and are the second group to sign with Dynasty this week.

The group includes an advisor who oversaw $843 million.

Firms are on the hunt for new talent, and they are upping their offerings to find and keep it.

With planners aging and the industry’s demographics still far out of step with the country’s, wealth managers are bulking up their support for new entrants.

Part of a push by the company to open offices in underserved areas, Anthony Williams aims to make it “a pillar” of the community, he says.

The growing practice’s founder dropped his FINRA registration after 14 years with KMS Financial Services.