1h 7 min

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

    • Investissement

Écouter sur Apple Podcasts
Nécessite un abonnement ainsi que macOS 11.4 ou une version ultérieure

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.
See omnystudio.com/listener for privacy information.

  • 2024 iHeartMedia, Inc. © Any use of this intellectual property for text and data mining or computational analysis including as training material for artificial intelligence systems is strictly prohibited without express written consent from iHeartMedia

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.
See omnystudio.com/listener for privacy information.

1h 7 min

  • 2024 iHeartMedia, Inc. © Any use of this intellectual property for text and data mining or computational analysis including as training material for artificial intelligence systems is strictly prohibited without express written consent from iHeartMedia

Plus par Bloomberg

Bloomberg Businessweek
Bloomberg Businessweek
Bloomberg
Odd Lots
Odd Lots
Bloomberg
Bloomberg Surveillance
Bloomberg Surveillance
Bloomberg
Bloomberg Law
Bloomberg Law
Bloomberg
Wall Street Week
Wall Street Week
Bloomberg
Masters in Business
Masters in Business
Bloomberg