Shirl Penney on Building a $100 Billion RIA Platform (Podcast)
Masters in Business
English - April 01, 2021 20:44 - 1 hour - ★★★★ - 1.8K ratingsInvesting Business Management entrepreneurship business interview health leadership entrepreneur finance fitness politics news Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Bloomberg Opinion columnist Barry Ritholtz speaks with Shirl Penney, who is the founder of Dynasty Financial Partners, a leading integrated platform services company for independent wealth-management advisory firms. Penney currently serves as Dynasty's president and CEO and is a member of its board of directors. The firm has over $60 billion in assets on its platform.
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Bloomberg Opinion columnist Barry Ritholtz speaks with Shirl Penney, who is the founder of Dynasty Financial Partners, a leading integrated platform services company for independent wealth-management advisory firms. Penney currently serves as Dynasty's president and CEO and is a member of its board of directors. The firm has over $60 billion in assets on its platform.
Learn more about your ad-choices at https://www.iheartpodcastnetwork.com