Wealth management platform provider Dynasty Financial Partners and private equity firm Method Holdings have announced a partnership that will offer a platform of services for wealth management practices owned by large CPA firms.
The partnership taps into the enormous potential for referral business between CPA firms and embedded wealth management firms, says Shirl Penney, CEO of Dynasty. “Eighty-five of the top 100 CPA firms have wealth management practices,” Penney says. “We have a lot of faith and belief in the principals at Method. We think they are thought leaders in the space.”
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