RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

People Moves Related to "Why a young Morgan Stanley team moved to Beverly Hills Wealth Management -- with a child in mind"


Headline

Publish date


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

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo