Five Lifelong Lessons in Financial Wisdom
By Craig Morningstar, Chief Operating Officer After a nearly four-decade career, Craig Morningstar is retiring at the end of 2023 to embark on bucket list trips and weekend rides to enjoy the open road. He looks forward to catching up on Federal Reserve reports, writing books and movie scripts, returning to ASU’s Osher Lifelong Learning […]
This Earth Day, ‘Elevate’ (and Think ESG Investing)
Earth Day is Saturday, April 22, so celebrate by getting out and soaking up the great outdoors! At Dynamic, you could say every day is Earth Day when it comes to the great outdoors—we take our “elevate” message to heart. Our scenic, outdoor imagery is a reminder to wealth advisors to get out and enjoy […]
MISSION ACCOMPISHED: Banner Year for Dynamic Asset Management
“Your mission, should you choose to accept it…” – Mission Impossible Despite the headlines that dominated the news cycle in 2022 (Inflation and recession and politics, oh my!), Dynamic stayed the course in accelerating development of its institutionalized asset management services. That course was set in 2021 when a new position at Dynamic, Head of […]
Steve Kulesza, CFP® Joins Dynamic, ‘Brings 360-Degree Perspective’
Dynamic recently welcomed Steve Kulesza, CFP® to the team as Chief Business Development Officer. As a member of the Dynamic leadership team reporting to Founder and Chief Executive Officer Jim Cannon, Kulesza will lead the firm’s revenue growth and practice initiatives, including advisor recruitment, asset management growth and other services such as Dynamic Concierge, the […]
Dynamic-CAIS Partnership Delivers Complete Alternative Investment Solution
In early Q3, Dynamic announced an enterprise-level agreement with CAIS, the leading alternative investment platform servicing the wealth management and asset management industries. As Dynamic continues to accelerate development of institutionalized asset management services, the partnership with CAIS allows Dynamic’s advisor affiliates to access a range of alternative investment capabilities, addressing Dynamic’s need for high-net-worth client […]
Broadening the Investment Universe for HNW Individuals
3 Key Reasons to Consider Private Markets The case for private markets investing is mounting, according to various industry sources that liken the vast opportunities within private markets to the Marvel Multiverse. In an investment brief, Hamilton Lane cited private markets represent a “much larger investable universe” as the No. 1 reason private investments may warrant […]
Dynamic Does its Part to Honor Earth Day
Fully remote since 2009, reduces carbon footprint by 127 tons annually Today marks the 52nd anniversary of Earth Day. Held each year on April 22 since 1970, Earth Day celebrates the birth of the modern environmental movement. According to “Origins of Earth Day” on Earthday.org: In the decades leading up to the first Earth Day, Americans […]
Dynamic Welcomes First Advisor of 2022
When Bill Hansen joined Dynamic Wealth Advisors dba Crooked Tree Capital Advisors in January, he became Dynamic’s first advisor of 2022. Established in 2012 in Petoskey, Mich., by John Marshall, CFA®, CFP®, AIF®, Crooked Tree has been an affiliate advisory firm of Dynamic for nearly a decade. Prior to joining Crooked Tree Capital Advisors, Hansen was […]
Asset Management: Building a Deeper Bench
As Dynamic Portfolio Services continues to experience heightened interest from advisors looking to outsource portfolio management and solve complex client scenarios, Dynamic continues to seek ways to accelerate its development of institutionalized asset management services. Looking to capitalize on its current capabilities and build a deeper team of professionals, Portfolio Services recently welcomed a new team […]
Window with a View: Premium Held-Away Assets Service Completes the Client Financial Picture
With rapidly evolving capabilities in account aggregation, selecting the right solution just got a lot easier for advisors across the Dynamic network. Dynamic has teamed with FeeX to make active management of held-away accounts such as 401(k), 403(b) and more possible, providing a new Premium Held-away Assets Service that gives advisors a window with a […]
