News, Vision & Voice for the Advisory Community


Schwab wins $350-million Philly RIA from Wells Fargo Profit-Formula program with Dynasty Financial's help

The Main Line Strids set the stage for a succession plan and a new round of growth from a King of Prussia perch

Author Brooke Southall February 20, 2014 at 8:02 PM
no description available
Erik Strid will head the new company and execute under a new brand and plan after what he calls a decade of pseudo independence.

Jeff Spears

Jeff Spears

February 21, 2014 — 6:36 PM

The Dynasty model wins again! Congratulations



June 26, 2014 — 2:13 AM

From the region of Dell latitude d505 battery life, Apple promises a three-hour increase around the earlier 13-inch MacBook Proshe new designs present around ten hours of battery lifetime, as opposed to seven. Section of the more time life is due to a rather greater capacity built-in battery?three.five watt hrs versus sixty watt several hours inside the prior model. But Apple credits the vast majority of advancement on the higher efficiency from the GeForce 320M graphics more than the 9400M. Our conventional battery take a look at, which performs a looped video clip in QuickTime until finally the battery dies, confirmed a life of four several hours and 19 minutes for the 2.4GHz product and four several hours and 33 minutes for that two.66GHz product. These evaluate favorably to your 2009 13-inch two.26GHz (3 hrs and 30 minutes) and a pair of.53GHz (three hours and 38 minutes) styles, also as being the recent MacBook () model (3 several hours and forty five minutes). In simple conditions, the batteries do without a doubt past more time. (Apple makes use of another methodology for battery screening, wirelessly searching Internet websites and modifying textual content in the term processing document with exhibit brightness set to fifty percent.)



June 26, 2014 — 3:44 AM

Be pleased with you – Be very proud of that which you have got and don’t ever assume about altering you owing to a person. Uncover things which you would like and dislike to make sure that you can know which to pursue and which to stop. Continue to keep in your mind that you are exclusive in each and every way and don’t entertain folks men and women who you suspect will acquire you decreased.

Related Moves

Shirl Penney hands over 'front end of the house' to Andrew Marsh as Dynasty reboots -- post-$100-million raise, post-IPO withdrawal and post-Schwab partnering

The Dynasty CEO is handing over sales, custody relations, breakaways and M&A sales to the un-retired Canadian -- and wildly promoting from within.

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

Bill Crager makes critical hire of 'step back from the numbers,' Joshua Warren, replacing 'brother' Pete D'Arrigo at CFO; Warren had a big role at BlackRock -- Envestnet's biggest stakeholder

The Envestnet CEO gets 'very, very impressive' 43 year-old BlackRock exec; the New York asset manager happens to be Envestnet's largest stakeholder.

September 27, 2023 at 2:48 AM

Biz Briefs: AdvicePay waives key hiring requirement to land its next CEO • ESG firms may get OK in Oklahoma • eMoney adds new chiefs • CFP Board names new chair-elect • Robinhood cuts more staff

Alan Moore replaces himself with another guy with two respectable titles • eMoney promotes two • Moisand's third in line now known • Robinhood sacks 173 in year-to-date.

July 26, 2023 at 2:34 AM

See more related moves

Mentioned in this article:

MarketCounsel | HamburgerLaw
Compliance Expert, RIA Set-up Firm, Regulatory Consultant
Top Executive: Brian Hamburger

eMoney Advisor LLC
Financial Planning Software
Top Executive: Edward O’Brien

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

Envestnet Inc
Top Executive: Jud Bergman

Wilshire Funds Management
Top Executive: Jason Schwarz

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo