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 Krblokhin via iStock

Advisor Upside

Why Vanguard Took a $106M SEC Fine For Lowering Its Minimums

The SEC charged the asset manager with misleading clients over changes to its retirement funds, leading to higher tax bills for investors.

1 min read
Advisor Upside

Can Bitcoin Become Bigger than the Internet Itself? Maybe

Adoption of the cryptocurrency has outpaced other transformative technologies like the internet and mobile phones.

2 min read
Photo via Integrated Partners

Advisor Upside

Integrated Partners’ Rob Sandrew on Market Corrections and ‘New Blood’

The chief growth officer is at the forefront of preparing RIAs to grow their businesses and train advisors for the future.

2 min read

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