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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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Because of You…Dynamic Named to 2020 FT 300

For the third time in the last four years, Dynamic Wealth Advisors has been named to the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA…

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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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