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Dynasty Financial Partners

In PWD coverage since August 16, 2026 · 16+ stories

1Deals on our tracker

Deal recordFull tracker →

Sep 21, 26Deal announcedAnthropic · Vanguard Group · Charles Schwab — coverage

PWD coverage

exit

In RIA sales, the entity chart beats the multiple

The July 2025 tax law made the real number in a practice sale depend on a structure the owner chose years before any buyer called.

M&A · Sep 23Corient buys a Cayman licence, and the $2.6B is the receipt

RIA · Sep 23Americana turns two tuck-ins into a family-office recruiting asset

Moves · Sep 22Schwab turns Ameriprise recruiting into a serial launch program

move · Sep 22Schwab's fourth Ameriprise raid reprices the breakaway math

The Close · Sep 22Edelman skipped the Claude launch table, and that is the tell

Moves · Sep 21Dynasty hired the person who makes the platform land

M&A · Sep 15Envestnet's Vestmark deal is a financing story in product clothing

RIA · Sep 14Anthropic bought distribution for Claude, one connector at a time

RIA · Sep 8NIL moves athlete planning into the family kitchen

Moves · Sep 1Cyndeo hires Dynasty's Casey Jorgensen to run growth

practice · Aug 20Vestmark at 25: $50 billion, five cycles, and an AI bet

practice · Aug 19Dynasty hires implementation chief to get RIAs to use its platform

advisers · Aug 18OpenArc expands fiduciary reach into provider search

Features · Aug 16Family Offices Turn a 2011 Carve-Out Into Private-Equity Pay

RIA · Aug 16Dynasty Adds a Sports Banker; LPL Picks Up a $350M Tampa Team