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Dynasty Financial rushes to boost internal goals after it grew 47% post-IPO withdrawal, and promotes ex-RayJay exec to CTO to engineer a big get-off-that-laptop deliverable

Leslie Dentinger Norman -- more of an RIA process expert than a coding wonk -- is ready to dial in the big Dynasty deliverable, a judicious admixture of bundles, unbundles and data usage based on firm needs

Author Lisa Shidler July 26, 2024 at 12:52 AM
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Leslie Dentinger Norman: We don't want them figuring out financial planning tools. We take that off their plates.
Brooke Southall and Keith Girard contributed to the editing of this article.

Technology



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