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Dynasty Financial and Black Diamond combine to pick off a big family office helmed by women

Alexandra & James Wealth Management uses the duo to replace Fortigent as it nears $1 billion of AUA

Author Brooke Southall January 20, 2012 at 5:14 AM
5 Comments
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Michelle Smith is looking for ways to handle growth.

TAMPs

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Women of Wealth Management


Stephen Winks

Stephen Winks

January 20, 2012 — 5:13 PM

Both Dynasty and Fortigent are extraordinary for different reasons. It will be fascinating how both evolve as both have the latitude to execute and the capacity to create the missing links to expert fiduciary counsel that does not exist in a brokerage format which will transform the industry at large.

SCW

Reader

Reader

January 20, 2012 — 6:41 PM

Not sure why the article title includes “helmed by women” as that isn’t a factor in the article.

Brooke Southall

Brooke Southall

January 26, 2012 — 7:43 PM

Dear Reader,

That’s a fair point.

Brooke

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Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold

Callan Associates Inc.
Manager Research
Top Executive: Ronald D. Peyton

Envestnet Inc
TAMP
Top Executive: Jud Bergman

Dynasty Financial Partners LLC
Specialized Breakaway Service, Mergers and Acquisition Firm, RIA Set-up Firm
Top Executive: Shirl Penney



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