Lindsey Strawhecker is tasked with driving process improvements and technology initiatives to streamline onboarding and ...

The independent platform giant's newest executive hire comes with nearly two decades of experience in advisor support, ...

The 20-year veteran of Raymond James will lead wealth adviser onboarding at Dynasty Financial Partners in St. Pete.

Mark Sullivan manages $800 million in client assets and is joining Procyon, while St. Petersburg, Fla.-based advisor Mary ...

Dynasty Financial Partners announced that it has hired an executive from Raymond James to oversee advisor onboarding.

Dynasty Financial Partners today announced that Lindsey Strawhecker has joined the firm as Director of Transitions. With nearly two decades of experience in financial operations and advisor onboarding ...

As director of transitions, Lindsey Strawhecker will focus on streamlining the onboarding process for advisors joining ...

Dynasty Financial Partners has teamed up with Nasdaq Private Market (NPM), aiming to offer private company shareholders enhanced wealth management and advisory services. This collaboration will ...

ST. PETERSBURG, Fla., November 14, 2024--(BUSINESS WIRE)--Dynasty Financial Partners today announced the formal launch of Model Select, a program designed to enable members of its Network of ...

ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Dynasty Financial Partners (“Dynasty”) and Nasdaq Private Market (NPM) today announced a strategic partnership that will offer thousands of private ...