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How to get sales and compliance on the same page
There needs to be a healthy working relationship between the powers screaming 'Now!' and those saying, 'Not so fast!'
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’
Dynasty Financial taps industry veteran Tim Oden
The platform continues to elevate its appeal to RIAs with the appointment of the longtime Schwab executive.
Wirehouse veterans launch firm for ‘millionaire next door’ with Dynasty, Fidelity
Financial advisor trio previously managed $420M at Merrill Lynch.
2016 Innovator: Shirl Penney
The firm he founded, Dynasty, is focused on the specialized needs of top RIAs across the country.
