Dynasty Financial Partners

FinTech Funding Continues Strong Run with over $800m Raised This Week

$750M Wells Team Launches Dynasty-Backed RIA, ETF Shop

Morningstar Moves on From ByAllAccounts -- Sending It to a Startup Incubator -- 12 Years After Former CEO Joe Mansueto Invited Doubts by Paying a Premium for It After Market Already Appeared Commoditized

Deals & Moves: Beacon Pointe Acquires $360M Female-Founded RIA

Wealth.com Nabs $65M Series B Round

People Moves: Raymond James Appoints New COO for Private Client Group

Harold Hughes Departs as TritonPoint Partners CEO

Why Advisor Recruiting Hit a 4-Year High in 2025

$2.4B UBS Duo Breaks Away to Open Dynasty-Backed RIA

Smaller Doesn't Mean Easier for RIA M&A

Dynasty Financial Partners Acquires 5‑10% Minority Stake in Evertern Wealth RIA

Wealth.com Raises $65M Series B to Expand AI-Powered Wealth Management Platform

Dynasty Financial Partners Takes 5% Stake in N10 Holdings, Launching New RIA and ETF Shop