Barron's Advisor

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

May 26, 2026·18 min
Episode Description from the Publisher

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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