Summary: Dynasty Financial Partners won the account of yet another $1-billion-plus breakaway team but its first poach of the esteemed Goldman Sachs & Co. The New York-based firm landed the new team, DG Wealth Partners, which consists primarily David Darby, 43, a magna cum laude Brown University graduate who worked at Goldman Sachs Private Wealth Management for 21 years, most recently from its Palm Beach office.
 While I’m unable to comment on any specific transaction, we have seen a significant uptick in activity out of Goldman Sachs and other private banks over recent months, which has led to a massive flow of assets to independence. Of course, these transitions also carry with them increased risk for the transitioning advisors as they are generally conducted without the protections of the Broker Protocol."Marc Cohen, chief operating officer and head of business development, MarketCounsel |
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