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May 2019 in News & Press

FinancialPlanning | Dynasty picks up $530M UBS team

By Great Diamond Partners

A UBS team with $530 million in client assets quit the wirehouse to open an independent firm with assistance from Dynasty Financial Partners.

The four-advisor group, which includes a mix of veteran and younger talent, represents the latest in a string of wirehouse breakaways that Dynasty has assisted. Earlier this month, Dynasty said it had helped a $450 million Merrill Lynch team open up an RIA in Atlanta. And last month, a $6 billion UBS team went indie with a helping hand from Dynasty, making it the second-largest wirehouse move of the year.