Dynasty Snags $900M Chicago Team, Including CIBC Alums

Published on February 20, 2025

XXI Wealth’s clients include athletes and business professionals and have “extensive operational backgrounds,” according to Dynasty CEO Shirl Penney.

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401(k) Real Talk Episode 140: February 20, 2024

February 20, 2025
Open, honest and candid discussion about the DOL fiduciary rule, the new EBSA head, Hightower's new CEO and more.

LPL Launches Alternatives Platform

February 20, 2025
The platform is intended to streamline the way financial advisors and their clients access and manage alternative investments.      Related StoriesSEC Launches New Cyber Unit to Combat FraudMusk's DOGE to Lead Trump's Purge of Federal RegulationsBlackRock Is Out to Unite Public and Private Markets