Barron's Advisor

26 May 2026 04:11

Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know

The founder and CEO of Dynasty Financial Partners describes five things that buyers and sellers of RIAs each need to do before engaging in a transaction. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

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