Time for RIAs to maximize M&A market, says Dynasty Financial CEO

Name: Time for RIAs to maximize M&A market, says Dynasty Financial CEO
Uploaded: 2024-10-02T16:44:34Z
Description: Shirl Penney, president & CEO at Dynasty Financial Partners, sits down with InvestmentNews anchor Gregg Greenberg to offer tips for advisors seeking to take advantage of the hot M&A market.

Shirl Penney, president & CEO at Dynasty Financial Partners, sits down with InvestmentNews anchor Gregg Greenberg to offer tips for advisors seeking to take advantage of the hot M&A market.