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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, […]

Financial Planning – $1.4B Merrill Team Goes Indy With Dynasty

Full Article A Merrill Lynch team that oversaw $1.4 billion in client assets has gone independent with help from Dynasty […]

Wall Street Journal — Group of Merrill Advisers Leaves to Form Florida Firm Offering Specialized Services

Team aims to help clients in areas generally not provided for at traditional brokerages Original Article By Michael Wursthorn A […]

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