Mar 21, 2012
AMG makes a dramatic entry into wealth management arena, buying majority stake in $10B Veritable
Veritable LP is the first in a series of very big RIAs the giant asset management firm has its eye on
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Shirl Penney
100 articles
Articles tagged "Shirl Penney"
Page 7 of 7Mar 13, 2012
The top 10 people to watch in the RIA business in 2012, Part 2
Keeping an eye on those gaining the most ground in the fleet-footed RIA industry
Feb 6, 2012
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
Jan 20, 2012
Dynasty Financial and Black Diamond combine to pick off a big family office helmed by women
Alexandra & James Wealth Management uses the duo to replace Fortigent as it nears $1 billion of AUA
Sep 12, 2011
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
Sep 12, 2011
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
Jul 22, 2011
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
Feb 8, 2011
Why an elite Morgan Stanley Smith Barney advisor jumped ship and plans 10 offices around the globe
Breakaway is using high-profile startup Dynasty to access key vendors
Jan 25, 2011
Dynasty Financial Partners ends legal squabble with Bank of America, clearing deck for growth
The high-profile startup may have passed up chance to win its case, an attorney says
Dec 13, 2010
What exactly is Dynasty Financial Partners and why is the Smith Barney execs' startup gaining so much attention?
Some combination of a bold business model, powerful backers and good PR -- lawsuit aside -- made for a good break out of the gate