ETF PROAI
firm

Dynasty Financial Partners

In PWD coverage since August 16, 2026 · 4 stories
+2Talent net · 12 months2 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +2 · 2 arrivals · 0 departures
Greg Resh
Aug 14 · exec change
Arrivals
Greg Resh
Aug 14
Departures
None tracked.
PWD coverage
practice

Dynasty hires implementation chief to get RIAs to use its platform

The new partner role is about making sure advisors actually use the platform after they sign on.
THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.