May 1, 2013
A $15-billion roll-up-like venture in Canada gets a US foothold with a Dynasty Financial deal -- and vice-versa
With the deal, born on a frozen lake in Montana, both companies are attempting to keep assets from crossing their borders
Tag
Dynasty
37 articles
Articles tagged "Dynasty"
Page 2 of 3Apr 15, 2013
As Envestnet shares soar, the firm extends its offerings further beyond RIAs with $33-million deal
With the Chicago-based outsourcer's stock now up about 75% in the past year, it picks up a Prudential unit that has sweet ties to trust companies
Mar 8, 2013
10 most influential RIA figures going into 2013 and how they're reshaping the industry, Part 1
2012 was a year of drama as sweeping deals of unexpected size were struck and the industry took to the Hill to fight against FINRA overlords
Mar 4, 2013
It won't be long before HighTower's fee-for-service channel revenues draw even with its partner firm revenues
Chicago aggregator is in talks with 50 firms about signing up with the newly unveiled Network and Alliance options
Dec 10, 2012
How RIAs are becoming as complacent as wirehouses -- and what it'll take to snap out of it
There is empirical evidence that challenges are increasing but also reasons to believe they can be met
Nov 8, 2012
How the Luminous deal is rocking the recruiting world -- and may set the stage for more fireworks
The former Merrill stars effected an outsized cash deal with First Republic, proving that independence can have monetary rewards to match the psychic ones
Sep 14, 2012
HighTower throws open its doors to non-partner firms who want service and/or brand
The Chicago-based consolidator announces in Las Vegas that it is gambling that it can deliver a business model similar to Dynasty Financial Partners
Sep 13, 2012
12 questions for Peter Hess
The freshly minted CEO talks about playing catch-up with cloud technology, Advent's acquisition plans and his continuing partnership with Reed Colley
Aug 8, 2012
Why the slow-evolving metro New York area is still on course to be the capital of the RIA business
The city's sheer wealth and jungle-like powers of regeneration alone mean that it can stomp San Francisco
Jul 11, 2012
Brothers reunite as a $3.8 billion ex-Graystone team forms its own RIA
Morgan Stanley Smith Barney's elite consulting unit pushed out the older brother based on alleged wrongdoing and his younger brother spearheaded a breakaway to rejoin him
Jul 5, 2012
Dynasty fetes its RIAs with bottles of bubbly on the Fourth -- but with an anti-revolutionary message
Popping a cork to celebrate newly independent advisors is a grand idea. But is it revolution or evolution?
Jun 25, 2012
How WilmerHale is positioning its $3.3B-AUA RIA as outsourcer and owner in a $750-billion market
Silver Bridge, backed by the high-power law firm and headed by a former JPMorgan Chase division president, is exploiting the need of single-family offices to gain scale without merging to become multifamily offices
May 29, 2012
Bank founded by ex-Merrill chiefs spurs RIA arm to $3 billion after hiring a former Citi chief as CEO
Fieldpoint took off after hiring Robert Matthews who's attracted advisors from US Trust, Morgan Stanley Smith Barney, Goldman, Bank of America, JPMorgan and Wilmington Trust
May 8, 2012
Merrill Lynch PBIG team breaks away in tumbleweed country to better pursue next-gen oil fortunes
Chad Clary and Dane Crunk are bringing Dynasty Financial's technology to UHNW folks with dusty boots, deep tans and around $800 million of assets
Apr 18, 2012
8 notable takeaways from the spring 2012 Tiburon CEO Summit
The breakaway movement still depends more on Wall Street's moves than Main Street's moxie