The Journal.The Wall Street Journal & Spotify Studios
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- 1T 7M
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- Engelsk
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- Økonomi & Business
Bloomberg Opinion columnist Barry Ritholtz speaks with Shirl Penney, who is the founder of Dynasty Financial Partners, a leading integrated platform services company for independent wealth-management advisory firms. Penney currently serves as Dynasty's president and CEO and is a member of its board of directors. The firm has over $60 billion in assets on its platform.
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