Dynasty Financial Unveils Wealth Platform for FAs 

Dynasty Financial Partners has launched its wealth management-focused platform, dubbed the Investment Banking Primer, as the firm aims to boost financial literacy for RIAs and financial advisors. 

The platform, which launched on July 16, comes as the financial planning sector is experiencing a shift in advisors leaving large wirehouses and broker-dealers to launch into the independent space. 

According to a 2022 Cerulli Associates study, cited by Dynasty, about 37% of advisors, controlling $10.4 trillion in total client assets, are expected to retire, within the next 10 years. 

The Investment Banking Primer, which was developed by Dynasty Investment Bank, launched in 2023, aims to bolster the level of education and guidance for industry professionals within the wealth and asset management space who are seeking additional resources to better serve their tailored client base. 

“It symbolizes our ongoing commitment to educating and advising RIAs in independence, empowering [them] to be independent but not alone,” a Dynasty Financial spokesperson said to Connect Money. “For those RIAs considering selling or growing, or securing a transformative investment, there has been a lack of guidance and education to help them evaluate that first step to date.” 

In 2024, Dynasty Investment Bank contributed to securing 15 M&A and capital-raising agreements, which include cross-border public company M&A, domestic sell-side transactions, strategic recapitalizations, valuations, and capital-raising mandates, the firm said. 

In November, the firm rolled out its program, the Model Select, which is designed to enable members of its network of independent registered investment advisors to outsource investment management functions so they can focus on clients and growth.  

Dynasty Financial Partners oversees about $8.6 billion in client assets for 20,147 accounts, according to its latest Form ADV filed in March.