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 no coincidence Financial Planning Month […]
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 it—and how best to leverage […]
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 asset management services. With the […]
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 the Dynamic network, and bring […]
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 about Urban’s unique approach to […]
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 will provide their clients with […]
Dynamic Announces Asset Management Promotions
View the news release on BusinessWire PHOENIX–(BUSINESS WIRE)–Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, announced the promotions of two key members of the firm’s Investment Management team, Konstantin “Kostya” Etus, CFA® and Lucas Felbel. “Dynamic’s ongoing efforts in the asset management business are vital to the future success of our […]
Tech Roundup: Dynamic Announces Enhanced ETF Strategies
Envestnet rolled out the latest Envestnet | MoneyGuide generational technology release, providing new enhancements to its financial planning platform. The release supports “forward-thinking” advisors looking to provide personalized and relevant planning experiences, Envestnet said, noting the latest release provides a “more seamless experience for advisors whose practices incorporate financial planning.” Included in the rollout is a Goals-Based […]
Dynamic Announces Enhanced ETF Strategies and New Advisor Portal for RIA Access
Dynamic Advisor Solutions, a professional services provider for wealth advisors, announced a collection of enhanced ETF strategies developed to meet the needs of a range of client situations from basic to highly complex. The Dynamic Strategies were designed by the firm’s asset management leadership team, taking into consideration the evolving life stages of a client’s investment journey […]
Dynamic Announces Enhanced ETF Strategies and New Advisor Portal for RIA Access
View the news release on Businesswire Global, well-diversified, balanced portfolios available beyond Dynamic network, solve range of client situations PHOENIX, March 1, 2023—Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, announced a collection of enhanced ETF strategies developed to meet the needs of a range of client situations […]
