Dynasty Rolls Out New Funding Plan for RIAs
Called revenue participation notes, the liquidity options lets advisors raise funds without selling their practices.
Dynasty Financial Taps RIA Exec for Partner M&As
Joseph Rizzo takes on the role after leaving Steward Partners; earlier, he was with Morgan Stanley's wealth business.
Dynasty Financial Continues to Expand With Break-Away AIF
Dynasty Financial Partners announced that UBS Wealth Services’ Samuel Kiefer has left UBS to join independent advisory RPg, a member of the Dynasty network of indie advisors.
Morgan Stanley’s Larry King Joins Dynasty in Indie Partnership
In more news of Dynasty's growing network of indie RIAs, noted wealth manager Larry King said he is leaving Morgan Stanley Smith Barney to go independent on the Dynasty platform.