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A hungry NYC-based firm takes aim at a bigger future by signing on with Dynasty Financial Partners

Further Lane kept hearing about the vendor of vendors -- then paid a visit, and also put Black Diamond and Callan in its cart

Author Brooke Southall May 4, 2012 at 2:00 AM
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Michael Araiz: We realized this was more than a meet and greet.

Shirl Penney


Michael Araiz


Tim Bello



June 26, 2014 — 7:18 AM

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June 26, 2014 — 8:45 AM

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September 21, 2023 at 1:53 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

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

The RIA sales wizard joined Dynasty Financial Partners with understanding he would leave sales behind and earn his keep by focusing on strategic ideas.

February 22, 2024 at 2:20 AM

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

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June 6, 2023 at 1:46 AM

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