Dynasty Financial Partners

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  Pro-Athlete Advisory Firm OFS Joins Dynasty Financial Partners

  By John Sullivan, AdvisorOne  |  February 28, 2013

  The specialty advisor firm counts Olympic gold medalists, NBA, NHL and MLB All-Stars, and Super Bowl champions as clients.

• Recruiting Activity Gathering Steam As FAs Embrace Wide Range of Options

  By Janet Levaux, AdvisorOne  |  September 25, 2012

  Many brokers continued to move between the wirehouses in the late summer and early fall.

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  New Hire Roundup: Wells Fargo Advisors Names 3 to Key Roles

  By Marlene Y. Satter, AdvisorOne  |  September 20, 2012

  This week in new hires, Wells Fargo Advisors filled three leadership positions; Gail Graham and Stephanie Bogan joined United Capital; Jonathan Morris went to Dynasty Financial Partners; and IRI announced changes to its board.

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  4 Merrill Teams Go Indie With More Than $1B

  By Janet Levaux, AdvisorOne  |  September 4, 2012

  The breakaway brokers join HighTower and Dynasty Financial in the West.

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  New Hire Roundup: Rogers, Wolf Move Up at Gemini

  By Marlene Y. Satter, AdvisorOne  |  August 1, 2012

  This week in new hires, Andrew Rogers and Kevin Wolf moved up in the management ranks at Gemini; John Sullivan went to Dynasty Financial Partners; and Jonathan Bergman joined TAG Associates.

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  Morgan Stanley’s Hull Brothers Break Away to Launch Startup Via Dynasty

  By Joyce Hanson, AdvisorOne  |  July 10, 2012

  The Hull brothers created bluepoint in late June after leaving MSSB, where they had been institutional consulting directors with nearly $4 billion in assets at Graystone Consulting.

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  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.

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  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.

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  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.

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  New Hire Roundup: Reinhart Joins Wealthcare Capital, Bowden Goes to SEC

  By Marlene Y. Satter, AdvisorOne  |  October 26, 2011

  This week in new hires, Len Reinhart joined Wealthcare Capital’s board, Andrew J. Bowden was appointed the SEC’s new associate director of advisor exams, and the Senate confirmed Luis Aguilar and Daniel Gallagher as SEC commissioners.