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$1.75B Advisor Team Ditches Merrill for Dynasty thinkadvisor.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from thinkadvisor.com Daily Mail and Mail on Sunday newspapers.
$1.75B ex-Merrill Lynch team launches Nilsine Partners financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.
January 9, 2020 3:42 PM “Frank will greatly help our partnership with Envestnet,” says Ed Swenson, Dynasty’s COO and president of ASx. “He knows the team over there and will closely collaborate on some key initiatives.” Dynasty has also hired Taylor Howard for the newly created role of chief digital officer. Howard most recently served as a managing director at technology consulting firm AgileThought, where he led the artificial intelligence, application engineering, digital workplace and data analytics practices. Howard will be primarily focused on Dynasty’s digital architecture, including its advisor dashboard and technology integrations. Both will report to Swenson, who says the hires represent a commitment to building unique technology products that cater to RIAs serving ultra-high net worth clients. Swenson’s vision is “chairlift advisors,” where Dynasty partners have everything they need to run an RIA practice while hitting the slopes at a ski r ....
Rush of financial advisors to no-tax Florida spotlights hunt for wealthy clients and work-life balance amid COVID-19 pandemic financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.