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

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.
  • Oct 02, 2024

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.

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