Articles tagged "Dynasty Financial Partners"
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Dynasty Financial hires a heavy-hitting lawyer to oversee a sea of contracts
A former Barclays and Lehman gun, Jonathan Morris will handle the myriad of deals the platform provider forms with vendors and advisors alike
September 20, 2012 at 4:56 AM
Dynasty Financial recruits another field general from the Citi-Smith Barney army
John Sullivan will do some of the heavy lifting from Chicago on advisor service and be a subject matter expert for lending
July 25, 2012 at 3:05 AM
Dynasty Financial Partners launches a branding and marketing subsidiary peopled by ex-Citi execs
The New York-based virtual corner office provider now has wirehouse talent at virtually every level -- from advisors to PR folks to CEO
June 28, 2012 at 5:07 PM
Dynasty Financial hires an expert to help it build an alternative-investments inventory
Monique Miller brings her Caxton expertise and Dynasty is also poaching Austin Philbin, overseer of 100-plus MSSB advisors,
June 1, 2012 at 4:12 AM
A hungry NYC-based firm takes aim at a bigger future by signing on with Dynasty Financial Partners
Further Lane kept hearing about the vendor of vendors -- then paid a visit, and also put Black Diamond and Callan in its cart
May 4, 2012 at 2:00 AM
Dynasty is on the ground floor of a roll-up-like venture grabbing RIAs inside the largest accounting firms
Atlanta-based Method will parachute in to take over operational and management control of wealth managers providing advisory expertise their CPA-firm parents may lack
April 12, 2012 at 4:46 AM
Extracting a mentor from retirement, Shirl Penney continues to make Dynasty look more like Smith Barney than Smith Barney
Jerry Eberhardt oversaw Citi's wirehouse for the Western U.S. and now he's eager to help advisors looking to transition from the big branded firms
April 12, 2012 at 4:37 AM
Dynasty adds Larry King, a cornerstone advisor of legacy Smith Barney's family wealth unit
At Morgan Stanley Smith Barney, the Saratoga Springs team had about $1.2 billion
February 6, 2012 at 5:33 PM
Dynasty Financial wins the account of Lori Van Dusen's new RIA through Focus Financial
The arrangement holds the possibility of a symbiotic advisor-vendor relationship between the wealth management platform and the big aggregator
October 18, 2011 at 2:15 PM
How Fortigent got $50 billion on its platform by treating an RIA pain-point
The Rockville, Md.-based company was early in the high-end of the market but other outsourcers are catching on
September 12, 2011 at 1:51 PM
Dynasty Financial Partners brings on Timothy Bello from SkyBridge Capital
A big part of the new hire's job will be to make sure RIA clients make good use of the Dynasty platform
September 12, 2011 at 1:35 PM
Three RIA happenings this last week
Dynasty Financial's newest customer speaks; a big RIA forms a women's division; and a dislocated Silicon Valley RIA tucks into a larger firm
July 27, 2011 at 3:09 PM
Dynasty Financial nabs a big Florida RIA as a client, pulling closer to Schwab
The New York start-up has known Cypress since a conversation in 2008
July 22, 2011 at 7:36 PM
Schwab strengthens its hand against Fidelity via hot NY startup
Loren Morris's move from Schwab to Dynasty looks a bit like an arranged marriage
April 6, 2011 at 2:44 PM
RIABiz goes to New York in search of RIA life in the land of investment banking giants
The ambitions of Dynasty Financial's Shirl Penney and Focus Financial's Rudy Adolf match the city's scale
