Displaying 28 results
Fintech Bytes: Dynasty partners with Pontera, Orion joins up with Apex
A roundup of the week's fintech news for financial advisers.
Dynasty Financial IPO raises questions about future of platform
While private equity investors have an unquenchable thirst for wealth management, the public markets haven't always been kind to wealth management companies.
Six-adviser group managing $875 million goes RIA through Dynasty
Team leader Bryan Sweet had been with Raymond James for 32 years.
Merrill team overseeing $1.75 billion starts RIA
The new firm in Greenwood Village, Colorado, is called Nilsine Partners, which is a reference to the state motto.
LPL, Dynasty, Mercer are ramping up their tech C-suites
Recent hires at the advisory firms come at a time when the fastest-growing RIAs are embracing technology tools at higher rates than their peers.
JPMorgan $1B brother-sister team leaves to start own firm
Christian Habitz and Sarah Damsgaard's firm, Invictus, has partnered with Dynasty Financial and will have offices in Chicago, Miami and Milwaukee.
The RIA roll-up market has seen a decade of explosion
The marketplace for RIA M&A networks is currently overrun with players — from brand-new entrants from outside the U.S. to well-established RIAs. Over the past 15 years, the RIA aggregator market has taken off.
Dynasty Financial’s Procyon Partners recruits $420-million adviser
New York-based firm reaches $3 billion under management with latest addition.
