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 via SEEQC

CIO Upside

SEEQC Wants to Make Quantum Computing Less Complicated

The startup raised $30 million from Booz Allen Hamilton Ventures, NordicNinja and others.

2 min read
Photo by Amanz via Unsplash

Advisor Upside

Schwab, Blackstone Among Firms Fined By SEC Over Off-Channel Comms

The controversial enforcement actions have been called a “cash cow” by Commissioner Hester Peirce.

2 min read
Photo by Mattbuck via CC BY-SA 2.0

Advisor Upside

JPMorgan, Citi, Wells, Goldman Crush Q4 Earnings

Wall Street ended 2024 on a high note, providing investors with a sigh of relief as we enter the new year.

1 min read

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