Dynasty Financial Partners

Dynasty Financial Partners Powering Independence®

Congratulations to Scott Bills, Brett Bills, and the entire Nilsine Partners team on five years of independence. It’s be...
09/17/2026

Congratulations to Scott Bills, Brett Bills, and the entire Nilsine Partners team on five years of independence. It’s been inspiring to witness your growth, leadership, and unwavering dedication to your clients. We’re honored to celebrate this anniversary with you and proud to support your continued success. Nothing Without Partnership!

Yesterday at FutureProof Festival, Shirl Penney took the Ocean Stage alongside Peter Nolan from Anthropic, Jonathan Beat...
09/15/2026

Yesterday at FutureProof Festival, Shirl Penney took the Ocean Stage alongside Peter Nolan from Anthropic, Jonathan Beatty from Charles Schwab, and Michael Batnick from Ritholtz Wealth Management for the discussion, "The End of the Swivel: Rethinking the Advisor’s Day with AI."

The session explored how AI is reshaping advisor workflows by reducing friction, streamlining processes, and helping advisors spend less time navigating systems and more time focusing on their clients. The themes discussed on stage are already taking shape across our technology platform. With our next-generation Dynasty AI OS for wealth on Claude, we are helping advisors put AI to work in practical, meaningful ways across their businesses.

The takeaway was clear: firms that effectively integrate AI into their workflows will be better positioned for future growth.

If you're at the festival, stop by Booth 206 to connect with the Dynasty team and learn more.

Today, we're announcing the next-generation of Dynasty AI: a true AI operating system for independent financial advisors...
09/14/2026

Today, we're announcing the next-generation of Dynasty AI: a true AI operating system for independent financial advisors powered by Anthropic's Claude models. Dynasty believes the math of the industry demands the next generation of AI and technology tools to give advisors the capacity to do something very human: help more people.

With Book-Level AI Chat and much more, advisors can reason across every client, account, and document in their business, generate client-ready deliverables, reports and proposals in one click, and spend less time on administrative work and more time delivering meaningful advice. This is about creating a polished work product, not just data.

As our Founder and CEO Shirl Penney says: "Anthropic is the engine, Dynasty builds the plane, and the advisor is always the pilot."

Dynasty AI powered by Anthropic is more than another AI tool. It is a new operating system for wealth management, designed to help advisors scale their impact while staying focused on what matters most: their clients.

Read the full press release here: https://hubs.ly/Q04xpQjV0

Congratulations to Leslie Norman on being named Chief Technology Officer of the Year at the 2026 https://hubs.ly/Q04xkTQ...
09/14/2026

Congratulations to Leslie Norman on being named Chief Technology Officer of the Year at the 2026 https://hubs.ly/Q04xkTQ20 Industry Awards.

As Dynasty continues to invest in the evolution of its technology platform, Leslie's leadership has helped drive the development of new capabilities that support advisor growth, operational efficiency, and the delivery of exceptional client experiences.

We were also honored to be recognized as finalists in the Independent, Integrated Growth Platforms category for Dynasty Labs, the TAMPs category for our TAMP Virtual Assistant, and the Client Experience Initiative category for Dynasty Labs, reflecting continued innovation across our platform and advisor solutions.

Together, these recognitions reflect Dynasty's commitment to investing in technology, AI-driven capabilities, and advisor-focused solutions that help independent firms operate more efficiently and deliver exceptional client experiences.

Thank you to our Network Partners, Resource Partners, and team members who make this progress possible.



*The Wealthies were announced on September 10, 2026, following an open nomination period from February through May. An independent panel of judges reviewed nominees, selected finalists, and ranked finalists to determine the winners. No compensation was paid to be considered for the award. View the full list of winners here (https://hubs.ly/Q04xkTPd0).

As Rosh Hashanah begins, we extend warm wishes from our Dynasty Family to yours. Shanah Tovah! Wishing all who celebrate...
09/12/2026

As Rosh Hashanah begins, we extend warm wishes from our Dynasty Family to yours. Shanah Tovah! Wishing all who celebrate a new year filled with happiness, good health, and sweet moments.

On this day, we honor and remember all the lives lost on September 11, 2001. Twenty-five years on, we reflect on the ext...
09/11/2026

On this day, we honor and remember all the lives lost on September 11, 2001. Twenty-five years on, we reflect on the extraordinary bravery, strength, and unity that rose from this tragedy. That courage continues to guide us in our pursuits, reminding us to stand resilient, stay united, and never forget the lives and heroes that touched all of us.

What should an RIA never outsource?On Wednesday, September 16, Leslie Norman will lead an RIA Braintrust discussion at F...
09/10/2026

What should an RIA never outsource?

On Wednesday, September 16, Leslie Norman will lead an RIA Braintrust discussion at Future Proof Festival, bringing advisors together for a peer-to-peer conversation on one of the industry's most important strategic questions.

As outsourced platforms and specialists continue to multiply, attendees will explore where outsourcing has created leverage, where challenges can emerge, and which functions remain core to a firm's identity and value proposition.

If you're attending Future Proof, be sure to join the conversation. Members of the Dynasty team will be on-site throughout the conference at Booth 206. To connect with our team before the event, reach out confidentially: https://hubs.ly/Q04x1g3S0

We're less than one week away from Future Proof Festival in Huntington Beach, CA.On Monday, September 14, Shirl Penney w...
09/10/2026

We're less than one week away from Future Proof Festival in Huntington Beach, CA.

On Monday, September 14, Shirl Penney will join Peter Nolan, Jon Beatty, and Michael Batnick, for the session, "The End of the Swivel: Rethinking the Advisor's Day with AI."

As AI continues to reshape how advisors work, the discussion will explore what happens when technology moves beyond simply adding another tool to the stack and begins transforming how advisors interact with the systems and information they rely on every day. Attendees will gain perspective on the evolving role of AI in wealth management, the technology platforms that support advisor workflows, and the decisions that remain firmly in advisors' hands.

If you'll be attending Future Proof, be sure to join the conversation. Members of the Dynasty team will be on-site throughout the conference at Booth 206. To connect with our team before the event, reach out confidentially using the link: https://hubs.ly/Q04x17t50

Celebrating ten years of partnership and growth with MAXIMAI Investment Partners! Congratulations to Elizabeth (Lisa) va...
09/09/2026

Celebrating ten years of partnership and growth with MAXIMAI Investment Partners! Congratulations to Elizabeth (Lisa) van Walleghem and the rest of the team on this incredible milestone. Your journey is a powerful example of what independence can achieve. Here’s to many more successful milestones ahead together.

Bond market swings may make headlines, but higher yields continue to create opportunities for savers and investors.Recen...
09/09/2026

Bond market swings may make headlines, but higher yields continue to create opportunities for savers and investors.

Recently featured in Bloomberg, Nick Holuta, CFA, discusses how investors can evaluate short-term cash options based on their liquidity needs and time horizons.

Explore more market insights athttps://www.dynastyfinancialpartners.com/resources/, and see the comments to read the full Bloomberg article.

Address

200 Central Avenue
Saint Petersburg, FL
33701

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Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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+12123731000

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