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Dynasty CEO on his fight against inertia – not the wirehouses
Independence and being one’s own boss are what it’s all about for Shirl Penney, who stresses the fact that that Dynasty’s technology was built for ‘a business owner who happens to be an advisor’
How one breakaway RIA brought over more assets than it expected
Not all of our old clients came with us. But the overwhelming majority came and — because of their enthusiasm for our move — some asked us to oversee even more of their assets, while others pointed brand-new business our way.
Northwestern Mutual team managing $400 million goes indie
Unique Wealth in St. Petersburg, Florida, has affiliated with Dynasty Financial Partners and will use Pershing as its custodian.
Merrill Lynch team managing $1.25 billion goes indie
Amplius Wealth Advisors in Blue Bell, Pennsylvania, affiliates with Dynasty Financial Partners.
It’s time to start your RIA’s digital upgrade
Digitalization could increase the market value of your RIA, a vital consideration in succession planning and enterprise value.
Team managing $1.8 billion at UBS goes to Venture Visionary Partners
The addition of 12 professionals and AUM almost doubles the size of the Toledo, Ohio, RIA
Dynasty is closing 25-person office in New York
Firm is consolidating its operations in St. Petersburg, Florida
Equity-like financing for RIAs that don’t want to surrender equity
All RIAs are different, which underscores the need for diverse sources of funding for these firms
Adviser managing $1.2 billion at UBS forms RIA
Matt Kilgroe’s Cyndeo Wealth Partners is based in St. Petersburg, Fla.
Mariner partners with Dynasty to launch platform for breakaway brokers
Advisers joining the platform will run independent businesses with middle- and back-office support
Dynasty offers forgivable notes to advisers going independent through firm
'Freedom Note' allows advisers to repay debt through percentage of revenue.
Dynasty Financial Partners moving headquarters to St. Pete, Fla.
The firm will maintain offices in New York, Chicago and San Francisco.
