News, Vision & Voice for the Advisory Community


Three RIA happenings this last week

Dynasty Financial's newest customer speaks; a big RIA forms a women's division; and a dislocated Silicon Valley RIA tucks into a larger firm

Author Brooke Southall July 27, 2011 at 3:09 PM
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Erik Joh is using Dynasty Financial to ward off every wealth management brand and Madoff's ghost in Palm Beach

Related Moves

After 13 years in the Shirl shadow, Ed Swenson gets a mandate to grow a $20-billion corporate RIA as old AIG IBD unit, Advisor Group, reorganizes and seeks new brand identity

The Dynasty veteran is key man in Jamie Price effort to take Advsior Group and finally streamline and up-RIA it for a new era.

June 6, 2023 at 1:46 AM

Dynasty Financial hires 'real deal' TD Ameritrade RIA sales talent who left after Schwab deal; he'll again mine for RIAs on Florida's Gold Coast--first big news since IPO disclosed

The St. Peterburg, Fla., technology outsourcer made its 10th Florida hire since start of year but first one on the state's Southeastern Coast

February 17, 2022 at 2:50 AM

Envestnet nabs Dani Fava to cross-pollinate semi-autonomous units and reap 'financial wellness' as the end product

The Chicago outsourcer has a massive, partially disconnected arsenal of products that CEO Bill Crager is rationalizing into 'wellness' with yet another new unit.

July 23, 2020 at 1:42 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



July 27, 2011 — 5:35 PM

Here’s someone worse than Madoff. Read then forward this link to everyone you know, so they don’t get scammed: http://texsquixtarblog.blogspot.com/2009/04/who-is-worse-bernie-madoff-or-rich.htm

Read more: http://www.newstimes.com/news/article/Investment-manager-admits-to-stealing-millions-to-1602994.php#ixzz1TKOI2Pp3



July 27, 2011 — 5:37 PM

Here’s someone worse than Madoff. Read then forward this link to everyone you know, so they don’t get scammed: http://texsquixtarblog.blogspot.com/2009/04/who-is-worse-bernie-madoff-or-rich.html



June 26, 2014 — 7:18 AM

The moment we have now just pointed out, the failure of those flats to market poses a selected diploma of difficulty if this entails locating them. One particular major purpose why they don’t quickly market from our media is that they do not would like to attract while in the incorrect form of persons and so are relatively, well prepared to debate credit issues about the situation-by-situation foundation discreetly. They’re also afraid of getting rid of their standing and so prime top quality tenants. Also, existing tenants may perhaps decline to resume their lease contracts if they suspect the “quality” from your flats is lowering.



June 26, 2014 — 8:45 AM

Obviously, quite a few solutions are on the market for handling Consideration deficit hyperactivity disorder, but it really is complicated to stumble upon unquestionably just one of theme…medicines for instance Vyvance, Concerta, Ritalin, and Adderall. But precisely what are these drugs? Effectively, there is certainly hardly no amid these drugs given they all contain methylphenidate — a stimulant for that central nervous process. Basically, it is operate is to try out and command the level of cognitive receptors inside our brains. Nonetheless, these prescription medication is generated for persons with Notice deficit hyperactivity disorder coupled with other nerve sickness, not for improving the overall performance of study expertise. You might for positive risk yourself getting anxiety, dependency, mental dissorders and seizures. Seizures! s!

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