Our CEO Shirl Penney sat down with Yitzi Weiner Authority Magazine for a moving conversation on his story of “Grit and Success”, tips for aspiring entrepreneurs, and the key people in his life who helped him get to where he is today. lnkd.in/g-J7zqB

GAME ON. We are hosting our 2nd online "Investing Summit" starting Tuesday March 19. Keith McCullough will be sitting down with some of the smartest investing minds around. You do not want to miss this. It's free. Get access here: bit.ly/2XU0kn2

"We're not constantly fighting the Fed but trying to front run them, which is a much better place to be when you're when you're when you're trying to make and save some money," explains Keith McCullough. app.hedgeye.com/insights/74266…

More assets on independent side of business now than wirehouses. Custodians flowing 100B net new per year from same and new store sales growth. Assets going only one way in industry. #RIA

Another great podcast from my Dynasty colleagues! lnkd.in/eqqbSRN

Did you know: Iran’s Foreign Minister threatened to expose Western diplomats who took bribes to create the Iran Nuclear Deal RT if this is the one threat they should follow through on!

'The World Just Woke Up To A Reality: Stagflation' app.hedgeye.com/insights/80208… via Hedgeye

Everyone reading this tweet. Retweet this or tweet it yourself but make sure to vote for Pouncey for man of the year. #WPMOY+Pouncey

Strong hire! Great job proactively risk managing this crash (before it happened) and protecting your clients hard earned net wealth

After we sent out the article on quarantine quarters, a few more #RIAs sent in their new setups at home. @rchusker has more pets than me! Thanks to Shirl Penney of Dynasty Financial Partners, David B. Root, CFP and Carson Group! Keep sending -- your photos: citywireusa.com/registered-inv…

As RIAs across the US set up shop in their own homes, Citywire's Amelia Holland gives us an inside look at how they are adjusting to their new setups. buff.ly/2J1Tupo NINA O’NEAL Procyon Josh's blog @rchusker David B. Root, CFP Dynasty Financial Partners BluOceanGlobalWealth

The latest cover star for #CitywireRIA is @root_company chief executive David Root (David B. Root, CFP), who wants his firm to accumulate, not aggregate assets: citywireusa.com/registered-inv…

The June issue of RIA mag is here! Featuring: -Angie Herbers on making your first hire -@toddgordonRIA on going from trader to advisor -Sloane Ortel 🏳️‍⚧️ on getting past stereotypes -Profiles of David B. Root, CFP & Mindy Diamond -Ian Wenik & @donthateitsjake on PPP citywireusa.com/registered-inv…

I am neither a pessimist nor an optimist. I operate in terms of facts & science. As a doctor, my message is simple: END THE LOCKDOWNS! The mainstream media will not carry this, so I’m relying on social media. Follow me & RETWEET this message! The President needs to hear us!

RT this if you believe schools should open up this fall!

The SECURE ACT "will revolutionize how retirement solutions are approached by thousands of American businesses and their employees."​ bizjournals.com/pittsburgh/new…

We can't believe that it has already been 5 years of a partnership together! Happy five-year anniversary to David B. Root, CFP and all our friends at @root_company ! We wish you all a happy anniversary as we look forward to celebrating many more years of progress and growth together.

Will New Jersey's recent millionaire's tax push the wealthy to move to lower- or no-tax states? Dynasty Network Partners David B. Root, CFP of @root_company and Joe Kluemper of Geller Advisors share their thoughts in this The New York Times article. Learn More: nytimes.com/2020/10/02/you…

It was a truly indescribable year. We wish you and your loved ones a wonderful new year—one overflowing with blessings and the awareness to recognize them. On behalf of Keith McCullough and our entire team, Happy 2021! Together, let’s make it a great one.