Shirl Penney

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  New Hire Roundup: Wells Fargo Advisors Names 3 to Key Roles

  By Marlene Y. Satter, AdvisorOne  |  September 20, 2012

  This week in new hires, Wells Fargo Advisors filled three leadership positions; Gail Graham and Stephanie Bogan joined United Capital; Jonathan Morris went to Dynasty Financial Partners; and IRI announced changes to its board.

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  Morgan Stanley’s Hull Brothers Break Away to Launch Startup Via Dynasty

  By Joyce Hanson, AdvisorOne  |  July 10, 2012

  The Hull brothers created bluepoint in late June after leaving MSSB, where they had been institutional consulting directors with nearly $4 billion in assets at Graystone Consulting.

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  Dynasty Financial Continues to Expand With Break-Away AIF

  By Joyce Hanson, AdvisorOne  |  February 21, 2012

  Dynasty Financial Partners announced that UBS Wealth Services’ Samuel Kiefer has left UBS to join independent advisory RPg, a member of the Dynasty network of indie advisors.

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  Morgan Stanley’s Larry King Joins Dynasty in Indie Partnership

  By Joyce Hanson, AdvisorOne  |  February 6, 2012

  In more news of Dynasty's growing network of indie RIAs, noted wealth manager Larry King said he is leaving Morgan Stanley Smith Barney to go independent on the Dynasty platform.

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  Alexandra and Jim Lebenthal Sign On With Dynasty Open-Architecture Platform

  By Joyce Hanson, AdvisorOne  |  January 19, 2012

  The storied Wall Street name of Lebenthal has signed on with Dynasty Financial Partners’ open-architecture platform of wealth management services and technology.