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Dynasty names former Envestnet executive as new CTO

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 resort.

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Rush of financial advisors to no-tax Florida spotlights hunt for wealthy clients and work-life balance amid COVID-19 pandemic

Rush of financial advisors to no-tax Florida spotlights hunt for wealthy clients and work-life balance amid COVID-19 pandemic
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Procyon Partners Merges with Pivotal Planning Group

The merger produces a $4.5 billion in assets firm with 24 employees and four offices.

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Dynasty to Make Minority Investments in Network Partner RIAs

What You Need to Know The new program was created based on feedback from Dynasty’s RIA network. The initiative will provide the RIAs with a competitive valuation and access to strategic guidance and specialized resources without onerous operational covenants or fixed liabilities. New board member Rebecca Zeitels Alcalay is a GF Investments vice president. Dynasty Financial Partners has rounded out its suite of capital solutions with the launch of a new program to make minority investments in its network partner RIA firms. The firm on Tuesday also said Rebecca Zeitels Alcalay, GF Investments vice president, has joined the Dynasty board.

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Shirl Penney: Why Biden s Tax Plans Could Push More RIAs to Sell Now

Your article was successfully shared with the contacts you provided. It’s a very hot market for RIAs, according to Dynasty Financial Partners CEO Shirl Penney maybe too hot. “The availability of capital to fuel M&A is abundant and cheap. Whether it’s debt or equity, if there’s an RIA that is looking to sell, it seems like in a sales process, there [are] 15 buyers to every seller that shows up. It’s creating some frothiness with some valuations,” he explained in an interview with ThinkAdvisor on Wednesday. If you add in potential tax changes “that might further incentivize” an advisor or RIA firm “to do a transaction,” Penney said. “Our group of M&A advisors are going to be very busy with RIAs as a result of some of those things.”

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