Co-Founder and COO Ed Swenson to Depart Dynasty
Swenson is leaving Dynasty Financial Partners after building the platform for more than 12 years, along with its chief client officer.
Source: wealthmanagement.com
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Dynasty Financial ditches IPO, sells stakes to Schwab and private equity firm
Under the deal, Dynasty also swapped equity in itself for shares in some of its "network" RIAs.
Source: financial-planning.com
Watch party for Independence Trail film at Nevada Theatre
On the morning of Monday, Aug. 17, a fire erupted from a lightning strike and began burning off Jones Bar Road, in the Yuba River drainage, northwest of Nevada City. Over the course of 12…
Source: theunion.com
Dynasty Financial Partners taps $50 million from Wall Street as IPO market craters
The firm will use the credit line to grow its business and invest in partner firms.
Source: financial-planning.com