RIA Intel By: Michael Thrasher Employees who relocated from New York are enjoying world-class beaches, golf, sailing, a burgeoning arts scene, and favorable taxes. However, they are most excited about …
Behind the Scenes of the Dynasty Deal with Founder & CEO Shirl Penney
Shirl Penney, Founder & CEO of Dynasty Financial Partners In February 2019, the New York City-based wealth management and technology provider, Dynasty Financial Partners, announced the relocation of its headquarters from …