[AGM Podcast] Dynasty Financial Partners Co-Founder & COO Ed Swenson on how a $60 Billion wealth management platform thinks about alternative investments
Today, we have a special guest from an industry leader in the wealth management space.
Ed Swenson is one of the most successful entrepreneurs in the wealth management space. Ed is the Co-Founder and COO of Dynasty Financial Partners, a leading RIA technology services platform.
Ed and I had a really interesting discussion about the future of the wealth management industry – and how alts will play a role in the evolution of the space. We discussed:
* How Ed & his co-founder Shirl Penney started Dynasty out of a garage.
* How and why the wealth management industry is changing.
* How Dynasty is a…
The skinny
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