News & Press
5 Considerations for End-of-Year Financial Planning You Need to Know
This article was originally published in AZ Big Media By Urban Adams Fall is here and favored by so many for good reason. From cooler temperatures, football and foliage to holidays and all-things pumpkin… For financial advisors and their clients, fall signals end of year planning and all-things financial. It’s
Buyer Beware: Is Your Financial Advisor Using AI to Make Investment Decisions?
This article originally ran in InBusiness Greater Phoenix Key considerations to discuss with your qualified professional. By Jim Cannon Reader’s note: AI was not used in the creation of this article. Just like all industries grappling with the breakneck pace at which artificial intelligence is permeating business as we know
Introducing Portfolio360: Dynamic Unveils Seamless Advisor Portal Experience To Access its Asset Management Capabilities
Read the release on Business Wire PHOENIX, Oct. 4, 2023—Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a national Registered Investment Advisor (RIA) and professional services provider for wealth advisors, announced the official launch of Portfolio360, a custom-developed advisor portal to ease integration and minimize disruption for third-party RIAs using its
Dynamic Welcomes 5 New Wealth Advisory Practices in the First Half of 2023, Expands U.S. Network, Serving More than $4 Billion of Client Assets as of August 2023
Read the release on BusinessWire PHOENIX, Aug. 9, 2023—Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, welcomed five new wealth advisory practices to its nationwide network of advisor clients during the first half of 2023. They include the first advisor in Minnesota to join
How Delegating Helps Your Clients with Urban Adams
Join us in this insightful episode with Dynamic-affiliate advisor Urban Adams as he imparts practical advice on the role of delegation and the power of putting clients first. Uncover how delegating tasks can dramatically impact your efficiency, allowing you to focus on high-level activities that directly benefit your clients. Learn
The 5 Key Concepts of Building Successful Investment Models with Dynamic’s Kostya Etus, CFA®
Building successful investment models is a multifaceted endeavor, where allocation, security selection, selecting the right model provider, rebalance, and trading best practices can make all the difference. By understanding the key concepts behind building investment models, investment firms can navigate the complexities of the financial markets with confidence. Ultimately, this
