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Articles tagged "Todd Thomson"


Tom Petrone is back in the game, but this time he'll be squaring off against his old charges.

After several quiet months, Dynasty Financial hunts a big ex-Citi head to unblock the sales process and make good it's original promise to corner-office prospects
By luring Tom Petrone out of Greenwich hibernation, the NYC platform company can tell would-be breakaways that their offering is strictly hard-bodied

Wednesday 9.25.13
Andrew Marsh: It's a way for them to manage the account and get paid on it.

A $15-billion roll-up-like venture in Canada gets a US foothold with a Dynasty Financial deal -- and vice-versa
With the deal, born on a frozen lake in Montana, both companies are attempting to keep assets from crossing their borders

Wednesday 5.1.13
Todd Thomson lives on an evacuated island but decided to stay with neighbors and depend on generators.

How RIA business players in New York are roughing it through Hurricane Sandy
Principals at Dynasty, Envestnet and AppCrown are engaging in guerrilla tactics to brave near-impossible business conditions

Wednesday 10.31.12
Jerry Eberhardt: I know a lot of people [from Smith Barney] who may be appropriate to look at the independent space.

Extracting a mentor from retirement, Shirl Penney continues to make Dynasty look more like Smith Barney than Smith Barney
Jerry Eberhardt oversaw Citi's wirehouse for the Western U.S. and now he's eager to help advisors looking to transition from the big branded firms

Thursday 4.12.12
Shirl Penney and Todd Thomson: The reason to [go independent] is that you want to build equity in something that's yours."

The top 10 people to watch in the RIA business in 2012, Part 2
Keeping an eye on those gaining the most ground in the fleet-footed RIA industry

Tuesday 3.13.12
Ed Swenson: This is the big bang.

Attack of the killer app: Dynasty targets the corner-office broker by combining Envestnet and Callan
Cheap research, big manager access and smooth technology may prove a magnetic force

Monday 12.5.11
Shirl Penney: We wanted [the company] built to last rather than built to flip.

What exactly is Dynasty Financial Partners and why is the Smith Barney execs' startup gaining so much attention?
Some combination of a bold business model, powerful backers and good PR -- lawsuit aside -- made for a good break out of the gate

Monday 12.13.10

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