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In the News

Dynasty Financial IPO raises questions about future of platform

Posted by Louis Diamond

Investment News

January 20, 2022
Louis Diamond Quoted
By Jeff Benjamin

Dynasty Financial Partners is turning to the public equity markets to support its strategy of helping wirehouse representatives break away to become independent financial advisers.

“The IPO is very exciting as a further validation of the success of the RIA space,” said Louis Diamond, president of Diamond Consultants.

“Dynasty’s main business is breaking away large wirehouse teams to form RIAs, and this IPO says their bankers and the investing public believes the breakaway trend will continue,” Diamond said. “They have a number of capital solutions, but this is not a cheap business to be in. The IPO enables them to keep expanding the team.”

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About Louis Diamond

President – Someone who “looks at every angle from a strategic perspective.” Sophisticated advisors and business owners alike learn quickly that they’ve found the right person in Louis when seeking counsel and clarity on growth, career management and the ever-changing industry landscape. Learn more...

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