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Dynasty Financial toes roll-up model's edge with new plan to buy revenue from its RIAs

By maxing deals at 10% of revenues and allowing a three-year bailout option, the New York-based firm seeks to hew to its non-intrusive roots

Author Brooke Southall May 3, 2017 at 2:01 PM
1 Comment
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Shirl Penney: We're taping the key to the handcuffs.


An Observer

An Observer

May 3, 2017 — 11:47 PM
Maybe Dynasty is just a big disappointment and the business model doesn't work. So they try something else. Also- don't agree with Hurley at all. The buyer of a revenue stream is at much greater risk than the seller- the seller knows the quality and character of the revenue stream much better than the buyer. Any advisor really comfortable with the stickiness of the revenue and the ability to grow it would not sell it. It might have been wiser for Dynasty to wait until there is a market correction and pounce- better valuation. Seems rudderless

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