Rob Isbitts Talks ETFs on the Money Life Market Call
On an October 2020 Money Life Market Call with host Chuck Jaffe, Rob Isbitts, founder and chief investment strategist of Sungarden Investment Management, talks ETFs. Click Play to…
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Welcome, Swiss American Wealth Advisors!
Dynamic is pleased to welcome a new advisory practice to its network: Swiss American Wealth Advisors, based in Merion Station, Penn. With onboarding completed this summer, the affiliation marks the…
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2000-2020: A Compliance Retrospective Infographic
By Cherie Jolly I started in the securities industry in 1986, as the wire room operator at an investment firm in California. Over the years, I have been involved with…
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Beyond Cash: Planning Strategies for Complex Charitable Contributions
During Dynamic’s June Resource Call, guest Mark Ricketson, vice president and charitable planning consultant for Fidelity CharitableSM, let advisors in on a charitable giving strategy that’s little-known among clients: If…
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In a Virtual World, Digital Marketing Makes Meaningful Connections
As if the ever-changing conditions surrounding COVID-19 aren’t dizzying enough, there’s the speed at which digital engagement is changing. Online trends that were present pre-pandemic—from virtual meetings, furniture e-commerce and…
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From Greek Hoops to Behavioral Finance
Thanasi Panagiotakopoulos of LifeManaged, a Dynamic affiliate in Phoenix, was in the news in June. He shared his inspirational “journey from Greek basketball to behavioral finance” on Financial Advisor. A…
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