From wealthmanagement.com
Added on October 2019 in M&A Issues
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Summary: Shirl Penney grew Dynasty Financial Partners to help liberate financial advisory teams from the conflicted shackles of Wall Street’s banks and investment houses. Earlier this year, the firm itself moved away from the city of legacy finance, relocating its headquarters from Manhattan to St. Petersburg, Fla., for, he says, that city’s pool of young talent, a growing presence of other independent financial services firms and a better lifestyle for employees.
From InvestmentNews
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Summary: It now looks as if Ken Fisher and his firm will pay a price beyond public embarrassment for his off-color comments at the recent Tiburon Strategic Advisors CEO Summit.
From Financial Planning
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Summary: The gray-haired gentleman was about the same age as my dad. Sitting across from me, he seemed nervous and maybe a little embarrassed.
From Advisor Perspectives
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Summary: As a financial advisor turned digital-marketing consultant, I know how hard it is to get leads and new clients. That is why you’ll be surprised at this simple way to quickly generate more leads.
From ThinkAdvisor
Added on October 2019 in Form an RIA
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Summary: I mention this because many advisory firms assemble their tech stack in a similar way — by adding one piece at a time instead of building a comprehensive plan of compatible software.
