 We would need two more people: a senior person, a kind of super project manager at six figures — not a low six, either — and an assistant at $50,000 at least, probably more here in New York."Michelle Smith, Source Financial Advisors.. |
What Breakaways Get — and Don't Get — From Dynasty
Tom Coyle | Financial Advisor IQ, December 2014
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Summary: If the movement of wealth-management assets to the RIA channel is akin to a gold rush, New York-based Dynasty Financial Partners wants to be its Levi Strauss — a company that got rich selling supplies to miners instead of staking its own claims.
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