dynasty financial partners news

Dynasty Names Raymond James Exec to Head Advisor Transitions

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

The Business Journals · 1d

Dynasty Financial recruits Raymond James exec

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

WealthManagement.com · 2d

Dynasty Adds Raymond James Veteran to Lead Transitions

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

MarketWatch · 21h

Raymond James Financial Inc. stock underperforms Tuesday when compared to competitors

Shares of Raymond James Financial Inc. RJF slumped 0.56% to $158.98 Tuesday, on what proved to be an all-around grim trading session for the stock market, with the S&P 500 Index SPX falling 1.11% to 5,

Barchart on MSN · 1d

Earnings Preview: What To Expect From Raymond James Financial's Report

Raymond James Financial, Inc. (RJF), headquartered in St. Petersburg, Florida, is a leading diversified financial services company providing a wide range of investment and wealth management solutions.

Fintel on MSN · 1d

JP Morgan Downgrades Raymond James Financial (RJF)

Fintel reports that on January 7, 2025, JP Morgan downgraded their outlook for Raymond James Financial (NYSE:RJF) from Overweight to Neutral. Analyst Price Forecast Suggests 1.16% Downside As of December 23,

WealthManagement.com22h

UBS Loses Advisors to Procyon Partners, Raymond James

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

InvestmentNews2d

Dynasty taps Raymond James alum to lead advisor transitions

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

With Strategic Hire, Dynasty Financial Partners Sharpens Focus on Advisor Transitions

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 ...

Financial Advisor IQ1d

Dynasty Taps RayJay Exec to Lead Advisor Onboarding

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

Hosted on MSN1mon

Dynasty Financial Partners enters alliance with Nasdaq Private Market

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 ...

Yahoo Finance1mon

Dynasty Financial Partners Launches Model Select

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 ...

Business Wire1mon

Dynasty Financial Partners and Nasdaq Private Market Announce Partnership to Connect Private Company Shareholders to Top Wealth Managers

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 ...

1don MSN

Focus Financial Taps Canadian Wealth Manager as Its Latest Hub

Focus has been consolidating some of its partner firms since it was taken private by the private-equity firm Clayton, ...

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