Articles tagged "Dynasty Financial Partners"


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Hitting $20 billion of RIA assets in six years, Dynasty Financial hires its first chief AUM-booster, the better to get to $40 billion faster

CEO Shirl Penney installs a Wall Street-weaponized Joseph Rizzo equipped with M&A expertise as Dynasty attempts the shift from critical mass to critical force

March 9, 2017 — 7:25 PM UTC

Mike Durbin takes new RIA+ job at Fidelity after an unlooked-for two-year eMoney mission concludes

After Abby Johnson had former RIA chief troubleshoot $250-million purchase, he comes back to stock shelves with robo and alt goodies

December 8, 2016 — 12:08 AM UTC

What to make of Ron Carson selling 29% of his empire for $35 million -- and how he's evolved his no-pain, no-gain approach to attract a new generation of talent

Improbably, the master motivator of Omaha is seeking a few good millennial slackers en route to building a firm that exudes as much silicon as charisma

July 12, 2016 — 10:16 PM UTC

What Merrill Lynch was able to strip away from breakaway RIA Cardan Capital and why the advisors made the 'tactical' decision to let go

These Denver-based advisors achieved a rarefied status at BoA's broker-dealer as money manager and wealth manager before deciding to bolt

December 1, 2015 — 7:46 PM UTC

Lehman Bros.' binding ties and culture spur another $1B team -- that stayed at their posts as Lehman burned -- to flee Stifel-owned Barclays for RIA

Newly created Summit Trail, with a Shirl factor, allows the Lehman swagger, kinder and gentler, to reassert itself in 2015 after seven years of smoldering

October 23, 2015 — 7:10 PM UTC

The inner orchestration of Dynasty, Addepar and Pershing/BNY Mellon it took to harmonize a $1.4 billion Merrill Lynch family office team

Vendors are finding ways to put UHNW corner family offices on conveyor belts in the service of RIA prosperity

September 9, 2015 — 8:21 PM UTC

Envestnet buys Yodlee and its treasure trove of 'permissioned' data by selling its vision of the future of financial advice

The Chicago overachiever's deal is its third Silicon Valley acquisition overall, and second this year

August 10, 2015 — 10:11 PM UTC

How exactly five ex-Barclays advisors and one analyst across three time zones combined to make a $3 billion RIA

A 38-year-old researcher played point man in the offensive that formed Summit Trail Advisors with offices in New York, Chicago and San Francisco

August 3, 2015 — 6:35 PM UTC

First Republic buys an eight-year-old RIA for $115 million

The BoA spin-off gets Paul Tramontano's Constellation Wealth Advisors and its $6.1 billion of assets

June 17, 2015 — 4:12 PM UTC

Why quiet co-breakaway of LPL and Ameriprise advisors in Downeast Maine speaks so loudly to Shirl Penney

Penney, who arrived in New York in a $13 suit and built Dynasty, is reconnecting with his home state by signing on a Brunswick breakaway

May 12, 2015 — 4:57 PM UTC