Callan Associates

Dynasty Financial Continues to Expand With Break-Away AIF

By Joyce Hanson, AdvisorOne | February 21, 2012

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

By Joyce Hanson, AdvisorOne | February 6, 2012

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.
Fund Offers Investors Retail Access to Institutional Real Estate

By Ed McCarthy, CFP | January 23, 2012

The Versus Capital fund will take a fund-of-funds approach rather than a REIT structure.
Alexandra and Jim Lebenthal Sign On With Dynasty Open-Architecture Platform

By Joyce Hanson, AdvisorOne | January 19, 2012

The storied Wall Street name of Lebenthal has signed on with Dynasty Financial Partners’ open-architecture platform of wealth management services and technology.
Callan Associates Hires Morgan Dempsey as Sub-Advisor

By Danielle Andrus, AdvisorOne | August 24, 2010

Callan Associates hired Morgan Dempsey Capital Management, based in Milwaukee, Wisconsin, on Friday, August 20, as a sub-advisor for its Diversified Alpha Small Cap Equity Fund.

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