Wealth managers from Morgan Stanley defect, start new firm

A pack of wealth advisers have left Morgan Stanley to start their own independent wealth management firm called Americana Partners LLC.

The firm also has joined the Dynasty Financial Partners network, according to an announcement from New York-based Dynasty. Americana Partners will use Dynasty’s integrated platform for independent advisers, which includes institutional research from Callan Associates and the turn-key asset management platform that Dynasty developed in partnership with Envestnet,…

Previous London company raises $3.1M from Mark Cuban, LDV
Next Business owners: Do you have an income replacement strategy in place for retirement?

No Comment

Leave a reply

Your email address will not be published. Required fields are marked *