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 · 1d

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 · 18h

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 · 21h

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,

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 ...

WealthManagement.com20h

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 ...

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.

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 ...

Forbes1y

Top Seven Ways To Improve Communication With Your Millennial Employees

who make up a large portion of the team members at Dynasty Financial Partners. Born between 1981 and 1996, millennials make up the largest generational cohort in the workforce today. They’re ...

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