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 Fauxels via Pexels

Advisor Upside

Advisors Are Betting on These Investments in 2025

While they can’t predict the future, financial advisors are placing their bets on active investments, quantum computing, and more.

2 min read
Photo by Camilo Jimenez via Unsplash

Advisor Upside

Financial Advisors’ Delicate Dance to Court Retail Investors

As retail investors booms, advisors are balancing full-service offerings with more hands-on advice options.

1 min read
Photo by Artem Podrez via Pexels

ETF Upside

7 Magnificent ETFs for a Nasdaq Melt Up

Investors have plenty of choices to gain exposure to the Magnificent 7, depending on how much risk or reward they choose to take.

2 min read

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