Unique Wealth in St. Petersburg, Florida, has affiliated with Dynasty Financial Partners and will use Pershing as its custodian.
The Portland, Oregon-based firm’s internal initiatives include firm-wide training and professionally facilitated conversations among employees; a robust library of educational materials; and a channel on its internal network for sharing recommendations about films, books, recipes and cultural experiences.
Atlanta-based Rollins Financial, founded in 1990, joins the partnership.
Boston-based North American Management has nine advisers.
Amplius Wealth Advisors in Blue Bell, Pennsylvania, affiliates with Dynasty Financial Partners.
The firm has two programs designed to move the needle on diversity, equity and inclusion — its Female Advisor Community and its Neurodiversity@Work program.
New York-based Cornerstone Capital Group specializes in sustainable investing.
In her role as global chief of staff in Goldman’s new consumer and wealth management division, Jin is working to build a digital bank that helps people across underserved backgrounds achieve their financial goals.
CEO James Gorman says the acquisition advances the wirehouse's 'transformation’ by adding fee-based business.
The deal for Wealth Design adds to the firm's footprint in Silicon Valley.
