Dynasty’s Jon Morris, chief legal and governance officer, says the firm is agnostic regarding which custodians advisors use. Dynasty CEO Shirl Penney says many advisors select Charles Schwab before deciding to join her firm.
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Schwab Captures $9B in Dynasty Financial Assets
Charles Schwab has captured custody assignments from five teams managing almost $9 billion in assets that have left wirehouses this year to open RIA practices with Dynasty Financial Partners. So reports Financial Planning.