Shirl Penney

Shirl Penney
Displaying 3 results
The great wealth-management migration: why RIA advisors will never go back
OPINION NOV 14, 2025
The great wealth-management migration: why RIA advisors will never go back

For advisors weighing a move, access is no longer the question. The decision is whether to build a firm or join one.

Women more likely to step forward in financial services if treated fairly
OPINION MAR 08, 2021
Women more likely to step forward in financial services if treated fairly

Advancing women in the workplace must be a wealth management priority. Here are ways firms can create change.

Drive growth today and be positioned to thrive in future markets
OPINION NOV 29, 2018
Drive growth today and be positioned to thrive in future markets

Recent market volatility serves as a reminder to prepare advisory firms for a changing environment.