Dynasty Financial Partners’ Post

"I was just going to hide in the corner and do my own thing." Starting in a temporary role, Linda Hyde's initiative and leadership transformed the American Association of Private Lenders. Over a decade, she grew membership from 100 to nearly 800 and launched numerous member benefits and educational resources. Her story is a testament to the power of vision and hard work in shaping an industry. Read all about her incredible journey in the latest edition of the Originate Report: https://bit.ly/4b6uSGs #WomenInPrivateLending #realestateinvesting #PrivateLending

Last week, APCL’s Robert Flach, Managing Director, and Kate Tongue, Executive Director, attended Quorum Club’s Family Investor Roundtable event. We were delighted to sponsor the event and hold a session titled ‘Lloyd’s of London; offering #diversification and cross-generational returns’, where Robert and Kate provided an overview of the Lloyd’s market and outlined the benefits of investing in Lloyd’s for family offices. With attractive potential #returns, asset longevity, a low correlation to traditional asset classes and a notable level of tax efficiencies, investing at Lloyd’s offers an exciting opportunity for those looking to preserve wealth for the next generation and maximise returns. To learn more about how family offices can benefit from #investments at Lloyd’s, contact Kate at Kate.Tongue@argentagroup.com. #alternativeinvestments #privatecapital #investmentopportunities 

Today we wish Bruce K Lee, Joseph Polakoff, and all our friends at Keebeck Wealth Management a happy sixth anniversary! The Dynasty team is proud to support you in the growth of your business. We look forward to celebrating many more years of a rewarding partnership together. Our advisors are independent, but not alone. Keebeck Wealth Management is #PoweredByDynasty. #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech

In the wake of two devastating weeks for Florida's Gulf Coast, Hurricanes Helene and Milton have prompted business owners nationwide to reassess their continuity strategies. InvestmentNews recently highlighted how companies nationwide are reevaluating their preparedness. Marc Fischer, Director of Business Services at Procyon Partners, and Mason Salit, Chief Talent Officer at Dynasty Financial Partners, discussed how their teams successfully implemented their plans, demonstrating the importance of proactive, diverse strategies. Read More: https://bit.ly/4h168E5 Our advisors are independent but not alone. Procyon Partners are #PoweredbyDynasty #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech

Bigger isn’t always better. Registered Independent Advisors (RIAs) have the advantage of being nimble and can be more responsive in critical times. Watch here as Craig Robson, CFP®, CIMA®, CDFA®, Founding Principal and Managing Director of Regent Peak Wealth Advisors, explains. #ria #wealthmanagement #financialplanning

As the calendar membership year comes to an end, has your #asssociation felt the impact of consolidation? 🎙️ In this episode of Association Transformation, I explore one of the most pressing challenges facing #tradeassociations today: industry consolidation!! Joined by Rob Paterkiewicz, CAE, MBA (Selected Independent Funeral Homes) and Leann Shepp (American Bankers Association), who reveal how two #associations are adapting to dramatic marketplace changes as private equity and corporate acquisitions reshape their #membership landscapes. From the banking sector's "bank-a-day" consolidation rate to the funeral home industry's struggle to maintain independent ownership, these association leaders share candid insights about evolving membership models, dues structures, and the creative ways they're supporting members through transitions while staying true to their missions. This frank discussion explores not just the challenges of consolidation but also the opportunities it presents for associations to reimagine their #valueproposition and service delivery models in an increasingly consolidated world. Check it out: https://lnkd.in/evM7r_bp (watch) or https://lnkd.in/e-yr7ehY (listen) #membershipmatters #tradeassnstrong #industryconoslidation #membercompany #brewerprattsolutions #associationtransformation

I always thought some AFL footballers would make fantastic money managers. Some have an ability to read the play and know exactly where the ball is going next and position themselves accordingly. As an avid Carlton supporter, Jacob Weitering & Blake Acres come to mind and a couple of others; James Sicily & Max Gawn. Any others come to mind? So we look at the data from the week as it helps us position our portfolios to where the ball is going next with a focus on risk and rewards. At Mont Wealth Advisors, we provide an edge in service, transparency, asset allocation and strategy. If you would like to be included on the free trial of the daily and weekend editions, please register your details above. #investing #wealth #financialadvice #financialplanning #investment #advice #superannuation #property #emergingmarkets #strategicassetallocation #smallcaps

Spent the evening at the Blue Bomber stadium with Adam Bighill learning about Private Equities and what he does in his "other" life with Pejovic & Associates Private Wealth Management ( Wellington-Altus ). You can tell the focus needed to succeed at the pro football level really comes through for their clients! Truly inspiring! 💪 As a "real estate guy" it really opened my eyes to a different world. It's important to diversify and these guys really know how to balance great returns, safety and liquidity. If you are interested in learning more, DM me and I can set up an intro! and check out those championship rings! 😳 #realestateinvesting #wealthbuilding #wealthmanagement #wealthmanagementadvisor #BusinessSuccess

In his latest article, James Bolton, Country Delivery Director in the Cayman Islands, shares his insights regarding the 'Great Wealth Transfer', delving into both the challenges and opportunities presented by this unprecedented generational wealth shift. Read the full article to learn more about the effects of the 'Great Wealth Transfer' and the important role that estate planning will play in managing the succession of wealth. https://ow.ly/Ws8S50THRse #oneiqeq #cayman #estateplanning #wealthtransfer Cory Thackeray, Deanna Derrick, David J. Giannone

The anticipated "silver tsunami" of RIA retirements hasn't happened as expected, leaving many firms unprepared. Discover insights from Casey Jorgensen, CFP®, RCC™, SVP, Head of Dynasty Institute of Adaptive Learning, and Andrew Marsh, Vice Chairman of Dynasty on the critical risks and the need for actionable succession planning in a recent Financial Advisor Magazine. https://bit.ly/3Km18dU Our advisors are independent but not alone. Independence is #PoweredByDynasty #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech #successionplanning