The Diamond Podcast for Financial Advisors podcast

The $129B Blockbuster Move: Shirl Penney on Why This Transition Marks a New Era for the Industry

0:00
38:43
15 Sekunden vorwärts
15 Sekunden vorwärts
A $129B team left Merrill to launch OpenArc Corporate Advisory, the largest breakaway in industry history. In this special episode, Dynasty’s Shirl Penney joins Louis Diamond to share an inside perspective on why the deal is about more than scale, what drove the move, and how it signals a new era for independence and the industry at large.

Weitere Episoden von „The Diamond Podcast for Financial Advisors“