Shirl Penney

Advisor Upside

Dynasty’s Shirl Penney on Hurricanes and the American Dream

Photo via Dynasty Financial Partners

The CEO of Dynasty Financial Partners landed new funding from top financial services firms as a hurricane barreled down on his Florida home.

2 min read

Photo by Tima Miroshnichenko via Pexels

ETF Upside

Looking for an Advisor Job? Better Bring a Book of Business

Assets under management requirements are becoming a high hurdle for early-career advisors looking for a new role.

2 min read
Photo by JHVEPhoto via iStock

Advisor Upside

Merrill Lynch’s Latest Game Plan to Court the World’s Rich

A new division will connect the firms’ wealthiest clients with other products and services on the Bank of America platform.

2 min read
Photo by I. U via Unsplash

Autos

Rolls-Royce Bets Big on Customized Cars

Owning a Rolls-Royce is pretty good. But is it really that impressive when you could have a unique Rolls-Royce?

1 min read

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