Powered by innovation, built for every generation, and expertly delivered – @Pathstone is starting a new chapter as The Family Office. We will continue to deliver exceptional services to our clients by scaling and providing unique and preferential access.
#IWD2020 is a time to ✔️challenge gender norms, ✔️empower each other, ✔️celebrate diversity, ✔️break stereotypes, ✔️reject the binary, ✔️mobilize and ✔️take action.
It’s the time for #GenerationEquality!
Ed Swenson leads panelists Jay Lipman of Ethic, Lori Hardwick of A.I. Labs, and Michael Sidgmore of Broadhaven Ventures through a riveting discussion on tech trends over the Next5 #dfpsummit
Proud to welcome our newest Network Partner @AaronWealth! Congrats to Gary Hirschberg and team on your successful launch. We look forward to partnering with you to help achieve your goals - including the ability to create a firm where other advisors will be proud to call home.
We had another successful Dynasty Days in NYC. It is always a great time when we get our Network Partners together to brainstorm, learn from each other and of course have some fun in the process!
@DynastyFP Enterprise Group Director Ed Friedman has identified 4/9 challenges for firms with more than $1billion in assets as they try to keep growing in a recent @CitywireUSA article. Click to see the first for and stay tuned as he unveils the rest!
https://t.co/yza42Dql2I
Michael Henley of @wyethpw was asked by @ThinkAdvisor why he chose Dynasty when going independent, he responded-"With 20/30 years of runway ahead, Dynasty was the best fit by far." More on one of the @Forbes America’s Top Next-Generation Wealth Advisors-
https://t.co/SbWaxJpAEs
The most profitable and fastest growing RIAs will be the outsized winners as RIA industry consolidates. Outsourcing activities to shared platform firms tends to drive improved margins and, likely, faster growth driving significantly higher firm valuations. https://t.co/llXrkr1oxb
We recently completed a joint study with Dynasty Financial Partners on determining the drivers of profitability and how it relates to scale, read more below and let us know your thoughts, the outcome may surprise you: https://t.co/xl1J4H4bC4 via @newsfromIN
🐘 Smile, it's #WorldElephantDay! An elephant's trunk helps him/her feed, snorkel, dust, smell, communicate, touch, lift & more. Meet Ambika, Shanthi, Bozie, Kamala, Swarna, Maharani & Spike at Elephant Trails and see a husbandry training demo @ 11am/2pm! https://t.co/fXDog5Rsnx
Dynasty is proud to host some of our Network Partners for our Center of Excellence Series with @Addepar. These events focus on best practices, hands on training, and collaboration to help our advisors better service their clients. We are Powering Independence.
Need a book for your summer vacation? Check out what Dynasty's @scottd_welch and others are reading on the @CitywireUSA summer reading list
https://t.co/Zz6yQh11KS
34-year-old Michael Henley recently partnered with Dynasty to form @wyethpw. Joining Henley from Merrill Lynch is a team of mostly millennials who at Merrill Lynch managed $930 million.
https://t.co/SOB9zKigXy