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Dynasty-Backed Summit Trail Adds $3B Group From BMO

The former Key Client Group has 10 financial professionals across the U.S. and establishes footholds for Summit Trail in Portland, Ore. and Denver.

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RIA Roundup: Dakota Wealth Grows to $3 8B with Jonathan D Pond

Dakota, Mariner, Paragon, Cetera, tru Independence and Osaic all added advisors this week, while Berthel Fisher and Dynasty announced some executive changes

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Co-Founder and COO Ed Swenson to Depart Dynasty

Swenson is leaving Dynasty Financial Partners after building the platform for more than 12 years, along with its chief client officer.

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RIA Roundup: 3 Teams Leave Advisor Group Ahead of Rebrand/Unification

As Advisor Group prepares to roll all advisors into a single brand, teams overseeing a total of $765 million have left for Commonwealth, LaSalle St. and LPL.

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Pinnacle Associates, Ltd Announces Acquisition of and Partnership with Investment Management of Virginia, LLC

Pinnacle Associates, Ltd Announces Acquisition of and Partnership with Investment Management of Virginia, LLC
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