News, Vision & Voice for the Advisory Community


Dynasty snatches a top 'road warrior' from FiNet

The former Smith Barney, Wells Fargo recruiter will now prey on his own kind

Author Brooke Southall January 22, 2014 at 5:02 AM
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Ron Sallet: I am delighted to now be able to talk to these advisors as a fellow entrepreneur.

Shirl Penney


Ronald Sallet



June 26, 2014 — 2:13 AM

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June 26, 2014 — 3:43 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

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

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