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

2021-04-01 · 68 min · 14 entities

episode page audio

Asserted relationships

→ appeared on Masters in Business podcast

0.63 · ×2

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Shirl Penney on Building a $100 Billion RIA Platform (Podcast)
→ founded Dynasty Financial Partners company

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founder of Dynasty Financial Partners
→ works at Dynasty Financial Partners company

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founder of Dynasty Financial Partners
→ discusses Business concept

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Feed category: Business
→ discusses Investing concept

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Feed category: Investing
→ discusses Entrepreneurship concept

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Feed category: Entrepreneurship
→ hosted by Bloomberg company

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Feed author/publisher: Bloomberg

Entities found in this episode

concepts 7

mentioned Business concept

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Feed category: Business
mentioned Investing concept

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Feed category: Investing
mentioned Entrepreneurship concept

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Feed category: Entrepreneurship
discusses Business concept

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Feed category: Business
discusses Investing concept

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Feed category: Investing
discusses Entrepreneurship concept

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Feed category: Entrepreneurship
mentioned RIA concept

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RIA

companys 5

mentioned Bloomberg company

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Feed author/publisher: Bloomberg
mentioned Dynasty Financial Partners company

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founder of Dynasty Financial Partners
founded Dynasty Financial Partners company

0.54 · ×2

evidence rules-v4
founder of Dynasty Financial Partners
works at Dynasty Financial Partners company

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founder of Dynasty Financial Partners
hosted by Bloomberg company

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Feed author/publisher: Bloomberg

persons 1

mentioned Shirl Penney person

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

podcasts 1

appeared on Masters in Business podcast

0.63 · ×2

evidence rules-v4
Shirl Penney on Building a $100 Billion RIA Platform (Podcast)

Episode description as stored

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.