Dynasty Taps Ex-Morgan Stanley Exec to Lead Equity Comp Planning

Published on October 28, 2025

The firm also took a stake in Grantd, Brian McDonald's AI-driven equity compensation advice platform.

Continue reading on website
Other news

Orion Debuts Denali AI Enterprise Intelligence Platform

October 28, 2025
Reed Colley, the firm's technology head, said the offering represents the “cornerstone of Orion's future.      Related StoriesNew Bill Would Change How Social Security COLAs Are SetFIDx Prepares to Add Income AnnuitiesUBS Seeks Broader U.S. Banking License to Boost Wealth Business

Pave Integrates Automated Wealth Management Tech With Schwab

October 28, 2025
RIAs on Schwab's platform can now connect client portfolios to the software firm's customized technology.      Related StoriesDynasty Taps Ex-Morgan Stanley Exec to Lead Equity Comp PlanningBD Fined $100K for Letting Suspended Rep Keep WorkingOrion Debuts Denali AI Enterprise Intelligence Platform