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riabiz.com > a > 2026 > 3 > 12 > old-rivals-shirl-penney-and-joe-duran-finally-find-common-ground-with-investment-stakes-in-a-31-billion-ria-that-puts-a-tiger-in-the-tank-to-lure-wirehouse-breakaways

Old rivals Shirl Penney and Joe Duran finally find common ground with investment stakes in a $3.1 billion RIA that puts a 'tiger in the tank' to lure wirehouse breakaways

10+ hour, 34+ min ago  (30+ words) Old rivals Shirl Penney and Joe Duran finally find common ground with investment stakes in a $3.1 billion RIA that puts a 'tiger in the tank' to lure wirehouse breakaways'RIABiz...