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Why an elite Morgan Stanley Smith Barney advisor jumped ship and plans 10 offices around the globe

Breakaway is using high-profile startup Dynasty to access key vendors

Author Brooke Southall February 8, 2011 at 3:23 PM
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Alan Harter: Nobody looks at me like I have three heads.

Breakaway Stories



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September 21, 2023 at 1:53 AM

Executive shake-up and staff hiring binge change Dynasty Financial Partners' talent mix, with Todd Thomson, Scott Welch, Ed Friedman and 12 women as headliners

The St. Petersburg-based producer of 'synthetic RIA scale' will continue to aggressively hire and adjust its talent ranks as it readies for next growth push.

September 24, 2019 at 2:02 AM

Tim Oden departed Schwab after 37 years and was flooded with industry offers, but Shirl Penney made one he couldn't refuse -- a seat at the table

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February 22, 2024 at 2:20 AM

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June 6, 2023 at 1:46 AM

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