Dynasty Financial Partners, a leading provider of wealth management solutions for independent financial advisors, is pleased to announce the appointment of Angie Hammond as Head of Human Resources.

ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Dynasty Financial Partners, a leading provider of wealth management solutions for independent financial advisors, is pleased to announce the appointment of ...

As Director of Transitions, She Will Optimize Processes and Foster Collaboration to Enhance Support for Advisors and Their Clients Dynasty Financial Partners today announced that Lindsey ...

The 20-year veteran of Raymond James will lead wealth adviser onboarding at Dynasty Financial Partners in St. Pete. Longtime Raymond James Financial executive Lindsey Strawhecker is joining nearby ...

ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Dynasty Financial Partners today announced that Lindsey Strawhecker has joined the firm as Director of Transitions. With nearly two decades of experience in ...

Corient, the Miami-based U.S. subsidiary of the Canadian firm CI Financial, has acquired a New York-based multi-family office ...

Mark Sullivan manages $800 million in client assets and is joining Procyon, while St. Petersburg, Fla.-based advisor Mary Lauritano (managing about $525 million in assets) is joining Raymond James’ ...

Dynasty Financial Partners, a leading provider of wealth management solutions for independent financial advisors, is pleased to announce the appointment of Angie Hammond as Head of Human Resources.

Marcus Stroman's trade prospects are complicated by his recent performance and a contract clause granting an $18 million ...

Tech billionaires may have caught the eye at Donald’s inauguration, but the real power in government may belong to his ...

The CFP remains the gold standard, but advisors should consider these other credentials based on the niches they want to ...