Investment Banking for Wirehouse Breakaways
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Dynasty, Diamond Consultants Launch Investment Banking for Breakaways
Yahoo Finance· 2025-10-21 02:58
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Dynasty Financial Partners, the St. Petersburg, Fla.-based services firm for registered investment advisors, has launched an investment banking initiative aimed at wirehouse breakaways with $1 billion or more in assets. The company’s partnering with Diamond Consultants, the advisor recruiting firm, on the new venture. “We see a growing need for investment banking services from large, sophi ...