RIA M&A · PodcastStreams from the publisher’s own feed. Nothing loads until you press play.32 min
Breakaway business is booming
It covers RIA custody and breakaway trends, topics relevant to advisors following movement between firms and platform relationships.
Summary
By the ria m&a deskRecorded on the conference floor at Schwab Impact, the episode features Dynasty Financial Partners CEO Shirl Penney discussing the state of the RIA custody market, where the next big breakaways are coming from, and what will separate winning and losing firms amid uncertain markets and higher rates.
- The episode was recorded on the conference floor at Schwab Impact.
- The guest is Shirl Penney, CEO of Dynasty Financial Partners.
- The discussion covers the state of the RIA custody market.
- It also covers where the next big breakaways are coming from and what will separate winning and losing firms.
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