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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 Expands Investment Banking Business

Dynasty Financial Partners, advocate of the independent wealth management movement, announced that Sam Anderson and Harris Baltch have been named Co-Heads of Dynasty Investment Bank. This announcement signifies the next stage in the development of the bank and the continued dynamic growth of Dynasty’s industry-leading platform. Anderson and Baltch will report to Justin Weinkle, Dynasty’s Chief Financial Officer, who was concurrently named chair of Dynasty’s Capital Committee.