Bringing you live news and features since 2006 

Dynasty Financial expands platform with addition of BizEquity

RELATED TOPICS​

Dynasty Financial Partners is expanding its integrated wealth management technology platform to include BizEquity, a business evaluation tool.

BizEquity uses an algorithmic engine valuation system to enable small business owners to determine what their business is worth.
 
Approximately 75 per cent of US small business owners do not know what their business is worth.
 
"Dynasty's Network Advisors are increasingly working with entrepreneurs and clients who are small and mid-size business owners. This new business evaluation tool enables our advisors to better guide their clients by determining the worth of their business, which is typically the client's largest and most important asset. This provides better information to be included into an overall financial plan, risk management & insurance planning, estate planning and asset allocation," says Tom Petrone, Dynasty's director of capital markets.
 
"BizEquity is proud to be working with Dynasty, an industry leader in the wealth management space," says Michael M Carter, CEO of BizEquity. “Dynasty was created by leaders in the global wealth management industry and have created a new way for advisors to engage and deliver better value to their clients and prospects, we are pleased to be added to their powerful platform."

Latest News

ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..
Investors urgently need greater access to diversified investment strategies aligned with the Paris Agreement on climate change if the world..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by