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Dynasty CEO on his fight against inertia – not the wirehouses
Independence and being one’s own boss are what it’s all about for Shirl Penney, who stresses the fact that that Dynasty’s technology was built for ‘a business owner who happens to be an advisor’
Dynasty Financial launches investment bank to capture a piece of the RIA M&A market
The new Dynasty Investment Bank will cater to buyers and seller regardless of whether they're part of the Dynasty partnership network.
Dynasty IPO is still in the cards, Shirl Penney says
Despite Dynasty's sales of minority ownership stakes to Schwab and a private equity investor, a public stock offering is still the best long-term strategy for the platform, the CEO says.
2016 Innovator: Shirl Penney
The firm he founded, Dynasty, is focused on the specialized needs of top RIAs across the country.
