Independent Wealth Management Update by Dynasty Financial Partners CEO

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  • 08 mins 36 secs
Dynasty Financial Partners CEO Shirl Penney discusses the concept of full independence, the trend of larger teams breaking away and the journey advisors need to take to becoming CEOs. He also provides an update on the Dynasty Connect program which connects individuals with independent advisors.
Channel: RIA TV
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Thrivent Asset Management

Thrivent Asset Management offers actively-managed funds with a track record of competitive performance. For more than half a century, we have used long-term investment approaches to unearth future opportunities for you and your clients. Our fund family provides accumulation and distribution strategies designed for all risk tolerances.
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