Dynasty Financial Partners

Advisor Upside

Breaking Away Is Harder Than Ever. Advisors Say It’s Still Worth It

Photo by NanoStockk via iStock

With more break away advisors going independent than ever, the landscape is becoming trickier to navigate.

4 min read

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Advisor Upside

Rich Clients Stick With Their Advisor. Their Children? Not So Much

With the Great Wealth Transfer in full swing, advisors need to be ready for younger clients who are more mobile, according to a survey.

1 min read
Photo by AlainM47 via CC BY-SA 4.0

Advisor Upside

Neuberger Berman Buys Stake in Mariner in Latest RIA Deal

The deal is the latest example of major investments into the RIA space, with much of the funding coming from private equity.

2 min read
Photo via Dynasty Financial Partners

Advisor Upside

Dynasty’s Shirl Penney on Hurricanes and the American Dream

The CEO of Dynasty Financial Partners landed new funding from top financial services firms as a hurricane barreled down on his Florida home.

2 min read