Blog Archives

Should Small Firms Fear Alternative Investments? — Financial Planning

Original Article ORLANDO, Fla. – It’s not all stocks and bonds anymore. “We’ve seen increased focus and emphasis from RIAs […]

How Will a Move to Independence Affect a Family Practice? – Financial Planning

Full Article – December, 2015 Ask most financial advisors about their clientele, and they will mention the word “families.” That […]

WealthManagement.com – Omnia Family Wealth to Use Dynasty Financial’s Platform

Sept 8 (Reuters) – Dynasty Financial Partners said on Tuesday independent advisory firm Omnia Family Wealth, which manages more than […]

RIABiz – The inner orchestration of Dynasty, Addepar and Pershing/BNY Mellon it took to harmonize a $1.4 billion Merrill Lynch family office team

Full Article Vendors are finding ways to put UHNW corner family offices on conveyor belts in the service of RIA […]

FUNDfire – Huge Merrill Team Breaks Away to Launch Multi-Family Office

By Danielle Verbrigghe September 9, 2015 A top team of private wealth advisors from Merrill Lynch have launched an independent registered investment advisor (RIA) […]

Financial Advisor – $1B Team Exits Merrill for Independent “Freedom”

Advisor Steven Wagner left Merrill Lynch on Friday to start Omnia Family Wealth in Aventura, Fla. Joining him at the independent RIA are his son, Michael Wagner, […]

Family Wealth Report – New MFO Lands In Florida

Eliane Chavagnon, Editor – Family Wealth Report, September 9, 2015 Omnia Family Wealth has become the latest multi-family office in […]

Advisor Hub – Dynasty ‘Meme’ Accelerates; $1.4B Merrill PBIG Team Joins

Full article Dynasty Financial Partners today announced its partnership with Omnia Family Wealth, the most recent independent investment advisory firm […]

Reuters – ON THE MOVE-Omnia Family Wealth to use Dynasty Financial’s platform

Dynasty Financial Partners said on Tuesday independent advisory firm Omnia Family Wealth, which manages more than $1 billion in assets, […]