The legal tussle stems from the exit of an advisor team that oversaw $129 billion at Merrill, and which left the company to open a registered investment advisory firm in September.

The wirehouse alleges Dynasty Financial Partners quietly withdrew from agreed arbitration proceedings involving the massive ...

Arax Investment Partners, a $40B wealth management platform fresh off landing two advisors from Raymond James’ Alex. Brown, will be leaning into recruiting W-2 employee teams looking to leave national ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Dynasty Financial Partners, the St. Petersburg, Fla.-based support platform for ...