While it wasn’t a big week for deals in the registered investment advisor space, there were some notable moves impacting the RIA space. Dynasty Financial Partners, for instance, announced some senior ...
Dynasty Financial Partners has reconfigured some of its leadership roles, naming Tim Oden as the firm’s first chief growth officer, moving Andrew Marsh into another new position as head of core ...
In a bid to cement its reputation for supporting breakaway advisors, Dynasty Financial has bolstered its bench with a big-name veteran of the wealth industry. The leading platform for independent ...
Dynasty Financial Partners hired former Charles Schwab executive Tim Oden for its executive-in-residence program, which provides mentoring and other support to registered investment advisors, Dynasty ...