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
Stephen Winks
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
Not sure why the article title includes “helmed by women” as that isn’t a factor in the article.
Brooke Southall
Dear Reader,
That’s a fair point.
Brooke
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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.
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Mercer is hiring ex-Schwabbies like crazy after five-year AUM jumps from $9B to $56B -- with a big bump in the past 12 months -- using 100 IARs who only sell the RIA as chum for M&A
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