News, Vision & Voice for the Advisory Community


Hitting $20 billion of RIA assets in six years, Dynasty Financial hires its first chief AUM-booster, the better to get to $40 billion faster

CEO Shirl Penney installs a Wall Street-weaponized Joseph Rizzo equipped with M&A expertise as Dynasty attempts the shift from critical mass to critical force

Author Sarah O’Brien March 9, 2017 at 7:25 PM
no description available
Joseph Rizzo: It became really hard not to listen (to Shirl Penney's overtures).

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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.

September 24, 2019 at 2:02 AM

Dynasty Financial hires 'real deal' TD Ameritrade RIA sales talent who left after Schwab deal; he'll again mine for RIAs on Florida's Gold Coast--first big news since IPO disclosed

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Envestnet nabs Dani Fava to cross-pollinate semi-autonomous units and reap 'financial wellness' as the end product

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July 23, 2020 at 1:42 AM

Jeff Spears

Jeff Spears

March 9, 2017 — 8:47 PM
GREAT HIRE! Coaching and the best practices that go along with good coaching are an essential need of established firms who have the desire to professionally grow. GREAT STRATEGY!
Stephen Winks

Stephen Winks

March 9, 2017 — 11:01 PM
By just posing ten questions the major US brokerage are terribly vulnerable when it comes to prudent expert standing in Advisory Services. The same is true for the vast majority of RIAs. So if Dynasty can definitively support and authenticate expert fiduciary standing the demand would be insatiable. Quite a growth phenomena. Rare market leadership.SCW.

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