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Dynasty Financial Partners
Byrnes Consulting, LLC
Dynasty Financial Partners
Dynasty Financial Partners is the leading provider of investment and technology platforms for independent financial advisors with sophisticated client needs. We offer a comprehensive open-architecture platform which comprises the finest wealth management solutions and technology to help independent advisors best protect and grow their clients’ wealth with absolute objectivity.
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Having won advisor assets, Envestnet's next -- more Google-like -- play is for their smartsRead 
A $15-billion roll-up-like venture in Canada gets a US foothold with a Dynasty Financial deal -- and vice-versaRead 
As Envestnet shares soar, the firm extends its offerings further beyond RIAs with $33-million dealRead 
Merrill Lynch team breaks away from Bank of America (yes, ironically) to get better access to bankers
Byrnes Consulting, LLC
Byrnes Consulting, LLC’s mission statement:
“To provide business planning and marketing strategy consulting services to help businesses become even more successful.”
A John Wooden disciple makes 13 points to RIAs at NAPFA about how to excelRead 
Have an aversion to succession plans? Consider a continuity pact as a vital baby stepRead 
NAPFA conference yields valuable nuggets of practice-management and marketing adviceRead 
RIAs need to step it up in this market turmoil - or pay the consequences
Commonwealth and Securities America get into the RIA custody business and Wells Fargo is right behind themRead 
RIAs get hit with data losses held at small RIA-owned firm that, in turn, blames giant Amazon for lack of backup and for selling its spaceRead 
Dimensional's co-CEO tells clients at Monterey event that DFA is changing its Classic-Coke intellectual fund recipeRead 
How U.S. Bank appeared on the scene as an RIA custodian and where it might find loveRead 
Between sessions at INSITE, Pershing execs describe how they'll spell victory in their grand custody merger -- and what stands in the wayEnter the email address you used to sign up for RIABiz. You will receive an email containing a special link to your settings page, where you will be able to enter a new password.
