Dynasty Financial hires a heavy-hitting lawyer to oversee a sea of contracts
A former Barclays and Lehman gun, Jonathan Morris will handle the myriad of deals the platform provider forms with vendors and advisors alike
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Shirl Penney hands over 'front end of the house' to Andrew Marsh as Dynasty reboots -- post-$100-million raise, post-IPO withdrawal and post-Schwab partnering
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After 13 years in the Shirl shadow, Ed Swenson gets a mandate to grow a $20-billion corporate RIA as old AIG IBD unit, Advisor Group, reorganizes and seeks new brand identity
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