We are proud to announce the launch of the Dynasty Institute for Adaptive Leadership (DIAL), led by Casey Jorgensen, CFP®, RCC™. This initiative marks a pivotal advancement in our dedication to professional development within the RIA community.

At Wealth Management EDGE WealthStack, Leslie Dentinger, Dynasty's Deputy CTO, shared insights on how Dynasty's Technology team has developed a data lakehouse as part of its holistic data strategy. bit.ly/452ibvh

The Dynasty Veterans Network proudly participated in the Carry The Load's Memorial May Campaign, honoring fallen heroes.

Carry The Load provides meaningful ways for Americans to connect with the sacrifices made by our military, veterans, first responders, and their families.

On this Memorial Day weekend, our Dynasty team will take time to remember and honor the sacrifices of the women and men across our US military and their families. Thank you for your service and dedication to protecting our country and our independence.

In a recent article from InvestmentNews, Dynasty Network Partner Matt Liebman from Amplius Wealth Advisors, weighs in on the underlying factors and long-term potential of small-caps bit.ly/3ysTcVA

Watch Harris Baltch, Dynasty Head of Investment Banking, analyze how investors are reshaping deals based on recent structural nuances.

If you are interested in exploring M&A opportunities and need assistance in connecting with the right team, visit www2.dynastyfinancialpartners.com/l/346821/2024-….

Shirl Penney, President and CEO, and Tim Oden, Executive in Residence, discuss the looming labor shortage and the 'Great Succession Crisis' in wealth management in this Tampa Bay Business Journal article. bit.ly/3wEHFls

Thank you Wealth Management EDGE for having our Deputy Chief Technology Officer Leslie Dentinger. Leslie joined a panel with other tech leaders and shared research by F2 Strategy, showing the benefits of the Dynasty Delta like accelerated growth, higher payouts, and increased valuations.

Are you thinking about setting up or refining your Investment Committee? Matt Shute, Dynasty, SVP, Relationship Manager, shares insights on what strategic factors you should consider.

Andrew Butte, Dynasty SVP of Compliance and Dynasty Network Partner Michael Leverty, Founder and CEO of Leverty Financial Group, emphasize the importance of finding a balance between sales and compliance in this InvestmentNews article. bit.ly/3QMOvfv...

From elation to ruin, read the Rethinking65 article where multiple Dynasty Network Advisors weigh in on managing sudden riches. Learn essential steps to safeguard and maximize newfound fortune. bit.ly/4dx6OPx

Our Dynasty team enjoyed a great afternoon at the Fabulous Females luncheon hosted by @AcademyPrepStPete anthropic contributions of female leaders in the Tampa Bay area community.

We are excited to share that Leslie Dentinger, Dynasty Deputy Chief Technology Officer, will be a featured panel speaker at this year's WealthManagement.com Edge. Leslie will join other industry leaders to discuss 'How CTOs are Leading the Digitial Charge at Buy-Side Firms'. #WMEDGE

Happy Mother's Day to all the incredible women who pour their hearts into nurturing our families and children. From the entire Dynasty Family and Community, we're sending gratitude and warm wishes for a Mother's Day weekend filled with relaxation, laughter, and love.

Happy Five Year Anniversary to Helen Andreoli, Joe Powers, Steve Tenney, Jack Piperand and all our friends at Great Diamond Partners! Here's to celebrating many more years of partnership and growth together. Cheers to the milestones achieved and those yet to come!

Why are so many firms stepping into the spotlight with capital raise announcements? Tune in to hear from Harris Baltch, Dynasty Head of Investment Banking, as he sheds light on the strategic role of media in the capital-raising journey.

Considering selling your RIA firm in the future? In this @Citywire article, discover key takeaways shared in a recent Fidelity Investments webinar featuring Harris Baltch, Dynasty Head of Investment Banking.

Read More: bit.ly/3wrjk2s

Congratulations to Bob Shea, Dynasty CIO, on his recognition in WealthSolutionsReport's The CIO 5: Top Wealth Management CIOs. Bob's expertise drives innovation within our industry and directly empowers our clients with valuable investment insights.

Read More: bit.ly/3Ul4rqm

In this new Dynasty Business Management Insights video, Casey Jorgensen, Dynasty SVP, Relationship Management, discusses the importance of being mindful of the shadow you cast on your organization and how to ensure it mirrors your firm's values and objectives.

🌹🏇 And that’s a wrap on the historic 150th @Kentuckyderby! Congratulations to the victors and to all the magnificent teams who made this historic event one for the ages! 🥂 We’re thankful to our Dynasty Derby group for coming together.

Shirl Penney, Avery Johnson