Articles tagged "Ed Swenson"
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Shirl Penney hands over 'front end of the house' to Andrew Marsh as Dynasty reboots -- post-$100-million raise, post-IPO withdrawal and post-Schwab partnering
The Dynasty CEO is handing over sales, custody relations, breakaways and M&A sales to the un-retired Canadian -- and wildly promoting from within.
September 21, 2023 at 1:53 AM
Hitting home run, Envestnet buys FolioDynamix creating '$2-trillion' super-platform
The Chicago-based giant outsourcer buys its closest competitor for $195 million -- less than what hastily liquidating Actua paid years ago
September 25, 2017 at 11:27 PM
Black Diamond loses serial white knight Dave Welling to a $10-billion RIA that uses Orion
The RIA performance reporting software giant in Jacksonville grew like crazy under its leader though two mergers but David Barton made an irresistible offer
August 3, 2017 at 4:43 PM
Observations on the Envestnet Advisor Summit from the carsick seat of a Chicago taxi cab
Brian Hamburger relayed his thoughts on 36 hours at Jud Bergman's 'house' on the way to the airport
May 16, 2014 at 9:05 PM
Dynasty Financial hires an expert to help it build an alternative-investments inventory
Monique Miller brings her Caxton expertise and Dynasty is also poaching Austin Philbin, overseer of 100-plus MSSB advisors,
June 1, 2012 at 4:12 AM
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 at 4:28 AM
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
