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Dynamic Announces ESG Models

With the rapid rise of environmental, social and governance (ESG) investing, Dynamic is making it easier for advisors to offer this style of “responsible investing” to clients, affording them the opportunity to effectuate change through their investment preferences. ESG factors cover the spectrum of issues, including how corporations respond to climate change and minimize their […]

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Wealth Management in the New Roaring 20s: 5 Emerging Trends

By Jim Palumbo, Dynamic principal and chief development officer In the past 10 years, business owners around the world have experienced extraordinary disruption from technological innovation and the rapidly shrinking cost of transactions, forcing many to evolve their business models. Very few businesses were in the cloud a decade ago, but now there is a stampede to […]

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Why Does ESG Investing Matter? One Advisor’s Journey

By Jeffrey Haindl, CFA®, CFP® This year, ESG (Environmental, Social and Governance) strategies have outperformed traditional portfolios. This is partially attributed to the outperformance of technology and the underperformance of the commodities sector during the ongoing COVID-19 crisis. Within different business sectors, companies have emerged as ESG leaders for having made strides to better understand […]

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On Introspection and Why the ‘Future is Fulfillment’ for Wealth Advisors

By Jim Cannon, Dynamic founder & CEO 2020 may go down as one of the most trying times in history: The COVID-19 pandemic has impacted our lives in countless ways, from unprecedented health and safety concerns, to challenges affecting our infrastructure, the economy, our work environments and our daily lives. A dramatic economic downturn not […]

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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 monthly subscription boxes, to restaurant, grocery, etc. pickup/delivery apps—have been accelerated, advancing their prevalence by several years in a matter of months. The ever-present pandemic […]

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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 you give long-term appreciated securities to charity, you avoid the long-term capital gain and you still get the tax deduction. And that’s not all. For […]

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