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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
Advisor Upside

Clients Trading Their Own Crypto? Advisors Say Not So Fast.

Photo by Jonathan Borba via Pexels

Wealth managers are getting held-away crypto assets in-house through ETFs and separately managed accounts.

1 min read
Advisor Upside

Top 25 Broker Dealers Manage 93% of Assets: Cerulli

Photo by Lo Lo via Unsplash

Consolidation among broker dealers is having significant impacts on the industry and it’s not expected to slow down anytime soon.

1 min read
Healthcare

Merck Takes on Brain Cancer With Acquisition of Yale Spinoff Modifi

Photo by JHVEPhoto via iStock

Modifi Biosciences announced that it has been acquired by global pharmaceutical giant Merck, with a $30 million down payment.

1 min read

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

Eli Lilly’s Sterling Results Highlight Rival Novo Nordisk’s Fading Fortunes

Photo by Douglas Cliff via iStock

2 min read
Chipotle Struggles as Customers Skip the Guac

Photo by Anne Czichos via iStock

2 min read
Trial Truce: US, China Negotiate Yearlong Trade Détente

Photo via Daniel Torok/WH / Polaris/Newscom

2 min read

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