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Americana Partners' advisors join Dynasty Financial from Morgan Stanley; it is the largest single team to join Dynasty and the largest breakaway of the year.
Fifty-five percent of investors consider themselves 'traditionalists,' while 45% identify as 'trailblazers,' according to a new survey by Edward Jones and Dow Jones Intelligence.
The move will merge capital-markets teams across wealth management and the investment bank in the U.S., while creating a single trading platform for all clients in the Americas.
WealthManagement.com sat down with Tim Oden of Charles Schwab, Shirl Penney of Dynasty Financial Partners and Brian Hamburger of MarketCounsel for a Q&A discussion.