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
Jim Cannon, Dynamic Wealth Advisors
Great model! Firms such as Dynasty that are able to build a community of advisors that can access open architecture products and services, leverage their scale with vendors and suppliers for the benefit of their clients, and offer true transparency in their services and pricing are positioned to attract advisors from both wires and larger independent brokerage firms. Advisors are seeking business relationships that can help them achieve efficiency and bring a level of credibility and trust to cultivate and solidify their high net worth client relationships, without the profit center and product conflicts. Dynasty is clearly taking the position that being on the same side of, rather than across, the table from advisors and their clients is the most successful place to sit.
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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
The St. Peterburg, Fla., technology outsourcer made its 10th Florida hire since start of year but first one on the state's Southeastern Coast
February 17, 2022 at 2:50 AM
Walt Bettinger sheds 'president' title and Bernie Clark gets new boss as Schwab appoints Rick Wurster as president and No. 2 in charge
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December 20, 2021 at 11:59 PM
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
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Tiburon Strategic Advisors
Asset Manager for RIAs
Top Executive: Charles Roame
