who make up a large portion of the team members at Dynasty Financial Partners. Born between 1981 and 1996, millennials make up the largest generational cohort in the workforce today. They’re ...

Mark Sullivan manages $800 million in client assets and is joining Procyon, while St. Petersburg, Fla.-based advisor Mary Lauritano (managing about $525 million in assets) is joining Raymond James’ ...

Dynasty Financial Partners, a leading provider of wealth management solutions for independent financial advisors, is pleased to announce the appointment of Angie Hammond as Head of Human Resources.

Goose Rocks Wealth founder Jason Pinkham, who previously co-founded Dynasty Financial Partners in 2010, has noticed talent requirements and a need to build out service offering as common ...

Corient, the Miami-based U.S. subsidiary of the Canadian firm CI Financial, has acquired a New York-based multi-family office ...