Dynasty Financial nabs a big Florida RIA as a client, pulling closer to Schwab
The New York start-up has known Cypress since a conversation in 2008
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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.
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The RIA firehose of news is rife with tactical moves to shore up voids, play catchup and react to a new concept of political tailwinds
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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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