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May 29 | 2019
Unicorn Found!
UNICORN FOUND “…perfectly-integrated technology is a unicorn.” -Deborah Stavis, CEO, Stavis & Cohen Financial “Technology and client demands are among the toughest challenges for more of this year’s top broker-dealer advisors,” wrote Rita Raagas[i] De Ramos in Financial Advisor IQ[ii] recently. The 2019 Financial Times 400[iii] top advisors cite these four things as the toughest challenges they face […]
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Apr 02 | 2019
Are Subscription Fees the Future?
Are Subscription Fees the Future of the Advice Industry? The announcement late last week by Charles Schwab that it was moving to a flat monthly fee for its Schwab Intelligent Portfolios service, from an assets-under-management fee, has resonated through the industry. Late last year, Dynamic posed a question about revenue model alternatives to the assets-under-management model. You can […]
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Mar 11 | 2019
Want Deeper Client Relationships?
Want Deeper Client Relationships While Increasing Productivity and Saving Time? By now, you have probably read any number of industry articles about outsourcing for advisors and advisory firms. In fact, you’ve likely seen your fair share of thought pieces from the team here at Dynamic Advisor Solutions. For those already familiar with Dynamic, you probably […]
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Feb 26 | 2019
Sexual Harassment in the Advice Industry
Sexual Harassment in the Financial Advice Industry It is with much disappointment that I even choose that title for this week’s post. The reality is, that the problem exists in the industry I work in and that troubles me, but it should trouble all of us. Investment News did a great job in sharing the […]
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Feb 13 | 2019
Cybersecurity Trends for Advisors
Cybersecurity Trends for Financial Advisors Is Your Firm Up to Speed? Cybersecurity has and will continue to be a primary concern for advisors and advisory firms, especially solo-practitioners. The firms that do not take the appropriate measures risk the potential for a breach, or worse. What we will look to share in this week’s blog […]
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Feb 06 | 2019
What is Your Succession Plan?
What is Your Succession Plan? If you are like many of your fellow advisors, the idea of a succession plan is probably as far as you have gotten. For our more ambitious peers, there may even be a plan in place. In an article published by Think Advisor earlier this week (story link here), the news […]
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