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It’s All About Teams

  Last week, we posed the question, “Are you one of the 17%” of advisors seriously considering a move from your current firm or provider? We also discussed some of…

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Are you One of the 17%?

  On a weekly basis, the team at Dynamic Wealth speaks with advisors exploring their options for making a move. Most often, we speak with advisors moving from a broker…

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Dynamic Welcomes STF Wealth Management

Dynamic Wealth Advisors and STF Wealth Management enter relationship to grow wealth practices   Phoenix, AZ – September 6, 2018 – Dynamic Wealth Advisors has expanded in the Southwest with…

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The Direction of the Advisory Industry

  DYNAMIC TAKES A LOOK AT THE DIRECTION OF THE INDEPENDENT ADVISORY INDUSTRY   Independent Advisors Continue on A Growth Trajectory While Building Their Firms to Weather Future Turmoil Recent RIA…

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Dynamic’s Oxford Acquisition Complete

  PHOENIX, AZ – August 20, 2018 — Dynamic Wealth Advisors today announced that it has completed the assimilation of Oxford Asset Management, LLC, ahead of schedule.  Oxford’s independent wealth…

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Are You an Advisor Considering Independence? What is the best business model?

  You have been working as a financial advisor for a number of years at a large firm and are thinking about making a change. There could be any number…

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