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2025-03-282025-03-281111100
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dynasty financial partners secures funding to enhance services and pursue acquisitions

Marty Bicknell's Dynasty Financial Partners raised an estimated $100 million at a $500 million valuation, enhancing its services for independent advisors while maintaining a debt-free status. The investment round, led by Abry Partners and supported by Charles Schwab, positions Dynasty for strategic growth amid challenging IPO conditions. CEO Shirl Penney emphasized the importance of aligning with partners to strengthen their commitment to the independent wealth management sector.
Goldman Sachs custody unit gets coveted foothold with Dynasty Financial, but no assets yet in a move that still threatens Schwab and Fidelity, recruiter says | RIABiz
United States Dollar Beacon Pointe LP Charles Schwab Corp Pershing Square Holdings, Ltd. The Goldman Sachs Group, Inc. Fidelity Balanced KKR & Co. Inc. USA Marc Hineman Harvey Golub Mike Wunderlich Bernie Clark Marty Bicknell Justin Weinkle Shirl Penney Show more
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03:47 28.03.2025
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