The founder of the national wealth firm is handing over the reins to Burt White, former chief investment officer at LPL.
The Chicago-based RIA’s union with Denver-based Agility, a well-regarded OCIO service provider, will vault it past the $100B AUM mark.
The wealth network’s hub strategy continues with the assimilation of Tennessee-based InterOcean Capital Group.
Independence and being one’s own boss are what it’s all about for Shirl Penney, who stresses the fact that that Dynasty’s technology was built for ‘a business owner who happens to be an advisor’
The firm's latest recruit was previously with Prosperity.
Graham Capital has a new sister firm, focused on bookkeeping and tax preparation, led by a professional with three decades of experience.
The CEO of the firm founded by former Wells Fargo private bank execs says its record two-year organic growth is due to its ‘truly independent, entrepreneurial approach.'
MML Investors Services reps can earn an "advisor growth bonus" this year that rewards net new assets.
Multiple incidents of using personal text communications were discovered.
Firm hires former Bernstein Private Wealth Management office leader.
Four advisors start their new venture in Indianapolis.
The legal skirmish has taken several turns, including a temporary restraining order and a decision kicking the case back to the state level.
The firm is paying up to recruits if they move client assets to its in-house money management system.
The latest intra-network consolidation, involving a HNW and retirement plan practice in Illinois, is set to form a $14.5B wealth firm.
The RIA's acquisition of Wacker Wealth Partners, its second deal this year, bolsters its presence in the state’s Central Coast region.
An Ohio-headquartered RIA's newest partner is joining from Edelman Financial Engines.
RIAs should have ‘quality leadership teams,’ says Hightower CEO Bob Oros.
The deal, the RIA's third this year, broadens its presence in the south-central US.
The firm adds a $700 million breakaway practice in North Carolina.
Texas-based ML&R Wealth Management has been operating for more than 25 years.
