GIVE US A CALL NOW (877) 257-3840

Blog

Home / Blog

BlogConnecting ideas and people through the advisor lens

Card image cap
Wealth Management in the New Roaring 20s: 5 Emerging Trends

By Jim Palumbo, Dynamic principal and chief development officer In the past 10 years, business owners around the world have experienced extraordinary disruption from technological innovation and the rapidly shrinking…

LEARN MORE >
Card image cap
Dynamic Announces ESG Models

With the rapid rise of environmental, social and governance (ESG) investing, Dynamic is making it easier for advisors to offer this style of “responsible investing” to clients, affording them the…

LEARN MORE >
Card image cap
Love & Money: ‘Showing up’ for New Couple Clients

By Rachel Sloan, CFP®, CRPC® I used to love the feeling of the first day of school. It was a blank sheet of paper in which a story would unfold…

LEARN MORE >
Card image cap
Get to Know…Kayla Kingseed

Kayla Kingseed joined Dynamic’s Information Technology department in September 2019 from Northwestern Mutual. She brought with her two years of experience in financial services, and a degree in financial mathematics…

LEARN MORE >
Card image cap
Get to Know…Kelly McCarthy

Kelly McCarthy works in Dynamic’s Advisor Support department in the Concierge role, helping our advisors at a high level of front-office, client-facing service every day. She joined Dynamic in September…

LEARN MORE >
Card image cap
Don’t-Miss Dynamic Events for Success

2021 has already begun, but Dynamic has already lined up some don’t-miss virtual events! On February 18, Dynamic’s monthly Resource Call will feature a panel of some of our tax-savvy…

LEARN MORE >