Previously managing $850 million at Steward Partners, Dynasty's newest affiliate team in Texas has set up their own high-net-worth practice with a focus on retirement.
The policy research institution calculates thousands in tax cuts for Washington, Wyoming, and Massachusetts residents on average, with milder reductions for those dwelling in wealth hotspots.
The race to 100 transactions ended a month early this year, with April standing out as the most active month on record for RIA dealmaking.
Wells Fargo has also added more than $800 million in new AUM with recruitments from UBS, Osaic, and Merrill Lynch.
Also, Merit has added an $860 million RIA to bolster its Texas presence while Concurrent's asset management arm partners with a boutique investment shop.
Data analysis from advisor review platform Wealthtender reveals affluent investors' appetite for advisors, what factors matter for would-be clients, and which new modes of engagement are on the rise.
The historic summer sitting saw a roughly two-thirds pass rate, with most CFP hopefuls falling in the under-40 age group.
New York-based Douglass Winthrop has also tapped a veteran leader from Northern Trust.
Elsewhere, an advisor formerly with a Commonwealth affiliate firm is launching her own independent practice with an Osaic OSJ.
A survey reveals seven in 10 expect it to be a source of income, while most non-retired respondents worry about its continued sustainability.
