The survey from Herbers & Company found that individuals with assets exceeding $1.2 million and benefitting from the services of an advisor displayed far more satisfaction than those that did not.
Dynasty will deploy The SmartRIA Pro platform across its network firms, while MarketCounsel will use a customized edition of the platform with its RIA clients.
The advisors will be based in the Miami location for the division of Raymond James. The company has added 18 total advisors to that office just this year, with total client assets of $3.3 billion.
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