Dynasty Financial Partners

Anthropic lined up some of the biggest names in the industry for the rollout of Claude for Financial Advisors. But whether the tool is "revolutionary" or "just another integration," the hard work is just beginning for the AI firm and for its sole custody partner, Schwab Advisor Services.

The annual Diamond Consultants advisor transition tracking study identified the winners and losers of 2025. But it also noted how quickly things can change.

Dynasty accuses Merrill of acting in distorting the court record in its attempt to force a dispute over a giant breakaway team before FINRA arbitrators.

In a still male-dominated industry, does the network help attract and keep more women at the firm? CEO Shirl Penney says yes and has the results to prove it.