Jim Dickson's Elevation Point Hires Dynasty Exec as New COO

Published on September 30, 2024

Caitlin Douglas, former managing director of transition services and co-head of service at Dynasty Financial Partners, has joined Jim Dickson's new firm to lead operations and service.

Continue reading on website
Other news

$700M Team Leaves Equitable to Launch RIA With Dynasty Support

September 30, 2024
A team of 14 professionals has launched Matauro, which will use Fidelity for custody and Purshe Kaplan Sterling Investments for brokerage business.

2024 Global Market Outlook – Q4 update: Definitely Maybe

September 30, 2024
The latest data suggests the U.S. economy is headed toward a soft landing rather than a recession. With Federal Reserve (Fed) rate cuts underway, markets are backing this view.