Five things I learned about the subterranean breakaway movement at IMPACT 2010, including that Tim Oden's been promoted at Schwab
Big custodian grows sales staff to handle rising tide of defection-minded IBD reps, heightened demands of wirehouse breakaways
Author Elizabeth MacBride November 1, 2010 at 4:22 AM
Craig Moringstar
December 8, 2010 — 6:50 PM
For advisors looking to leave a wirehouse or IBD, they should look a Dynamic Wealth Advisors (DWA). DWA has so much to offer and even provides a choice of custodians, a great technology platform, investment models, UMAs, hundreds of SMAs solutions, excellent back office support and training.
www.DynamicWealthAdvisors.com
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Tim Oden departed Schwab after 37 years and was flooded with industry offers, but Shirl Penney made one he couldn't refuse -- a seat at the table
The RIA sales wizard joined Dynasty Financial Partners with understanding he would leave sales behind and earn his keep by focusing on strategic ideas.
