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Richardson Wealth ex-CEO Andrew Marsh named vice-chair of U.S.-based Dynasty Financial Partners

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Dynasty provides technology services to more than 50 registered investment advisory firms

Former Richardson Wealth Ltd. chief executive Andrew Marsh has been named vice-chair of Florida-based Dynasty Financial Partners, a technology services provider to more than 50 registered investment advisory firms.

RIA companies typically follow an independent business model and are not part of a larger brokerage or bank. In addition, RIAs have a fiduciary obligation to act in the best interests of clients, a regulatory standard Canada has not adopted. Mr. Marsh started his career in financial services as an adviser himself in 1990. In 2004, he helped launch GMP Private Client, at the age of 36.

 

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