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The Wealth Advisor

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The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

Dynasty Financial Partners Closes Minority Capital Raise

Dynasty Financial Partners has announced the successful closure of a minority capital raise supported by its community of stakeholders including its employees, clients, and resource partners, as well as several of its long-standing investors and members of its Board of Directors. Investors include The Charles Schwab Corporation, BlackRock, J.P. Morgan Asset Management, Abry Partners, Glick Family Office and Dynasty Chairman Harvey Golub, as well as various clients. Fortress Investment Group LLC participated as a new investor.