Articles tagged "Todd Thomson"

HeadlinePublish date

After several quiet months, Dynasty Financial hunts a big ex-Citi head to unblock the sales process and make good it's original promise to corner-office prospects

By luring Tom Petrone out of Greenwich hibernation, the NYC platform company can tell would-be breakaways that their offering is strictly hard-bodied

September 25, 2013 — 4:45 PM UTC

A $15-billion roll-up-like venture in Canada gets a US foothold with a Dynasty Financial deal -- and vice-versa

With the deal, born on a frozen lake in Montana, both companies are attempting to keep assets from crossing their borders

May 1, 2013 — 9:34 AM UTC

How RIA business players in New York are roughing it through Hurricane Sandy

Principals at Dynasty, Envestnet and AppCrown are engaging in guerrilla tactics to brave near-impossible business conditions

October 31, 2012 — 6:57 PM UTC

Extracting a mentor from retirement, Shirl Penney continues to make Dynasty look more like Smith Barney than Smith Barney

Jerry Eberhardt oversaw Citi's wirehouse for the Western U.S. and now he's eager to help advisors looking to transition from the big branded firms

April 12, 2012 — 4:37 AM UTC

The top 10 people to watch in the RIA business in 2012, Part 2

Keeping an eye on those gaining the most ground in the fleet-footed RIA industry

March 13, 2012 — 4:18 AM UTC

Attack of the killer app: Dynasty targets the corner-office broker by combining Envestnet and Callan

Cheap research, big manager access and smooth technology may prove a magnetic force

December 5, 2011 — 4:28 AM UTC

What exactly is Dynasty Financial Partners and why is the Smith Barney execs' startup gaining so much attention?

Some combination of a bold business model, powerful backers and good PR -- lawsuit aside -- made for a good break out of the gate

December 13, 2010 — 2:05 PM UTC
— There are no additional results —