Shirl Penney on Building a $100 Billion RIA Platform (Podcast)

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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