Why two women advisors broke two unwritten breakaway rules en route to taking $500 million to a $3-billion RIA
Daniela Pedley and Lauren Cosulich held back to give the original Summit Trail blazers their earned glory -- but gave notice on a Monday to let clients have their weekend peace
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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
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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
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Dynasty Financial Partners LLC
Specialized Breakaway Service, Mergers and Acquisition Firm, RIA Set-up Firm
Top Executive: Shirl Penney
