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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 $125 Million Credit Facility to Support Growth Initiatives and Ongoing Innovation

Dynasty Financial Partners, a champion of the independent wealth management movement, today announced the closing of a $125 million corporate credit facility supported by a syndicate of financial services firms including UMB Bank N.A., Flagstar Bank N.A., J.P. Morgan Chase Bank, and Goldman Sachs Bank USA. It marks Dynasty’s third commitment from UMB and its second from J.P. Morgan and Goldman Sachs. The firm is pleased to count Flagstar as a new lender backing its growth plans.