Alternative Fee Structures Support Holistic Planning in Spades
In this era of fee compression and robo-advice, wealth advisors that provide comprehensive services are becoming less focused on how much they’re charging and instead, focused on how best to…
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Dynamic Unveils Concierge as Premium Service
A new program at Dynamic harkens back to what was once thought of as a service at the Ritz-Carlton and other luxury hotel brands: Concierge is a premium, personalized service…
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Portfolio Services: Complex Scenarios & Practical Solutions
Many wealth advisors are drawn to the industry to perform investment selection and strategy, and over time hone their skills, developing best practices in basic portfolio management. Investment management, however,…
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Get to Know…Jennifer DeGroat
Jennifer DeGroat joined Dynamic’s Advisor Support team in April 2018, having held positions at Annexus and Voya/ING. She has 10 years of experience in financial services. As team lead, she…
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Get to Know…Melanie Ahlers
Melanie Ahlers joined Dynamic’s Onboarding team in February 2018 from Charles Schwab, bringing 15 years of experience in financial services. As team lead, she’s passionate about the comfort level she…
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Practice Development: fpPathfinder and Holistiplan
A new section in Dynamic News, Practice Development will spotlight the latest tech tools and resources available to advisors to elevate their practices. As more advisors embrace a holistic planning…
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