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Aug 19 | 2021
Asset Management: Building a Deeper Bench
As Dynamic Portfolio Services continues to experience heightened interest from advisors looking to outsource portfolio management and solve complex client scenarios, Dynamic continues to seek ways to accelerate its development of institutionalized asset management services. Looking to capitalize on its current capabilities and build a deeper team of professionals, Portfolio Services recently welcomed a new team […]
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Aug 19 | 2021
Window with a View: Premium Held-Away Assets Service Completes the Client Financial Picture
With rapidly evolving capabilities in account aggregation, selecting the right solution just got a lot easier for advisors across the Dynamic network. Dynamic has teamed with FeeX to make active management of held-away accounts such as 401(k), 403(b) and more possible, providing a new Premium Held-away Assets Service that gives advisors a window with a […]
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May 19 | 2021
Don’t-Miss Resource Call in June
Mark your calendar for Dynamic’s don’t-miss Resource Call with Portfolio Services on June 17. The team will be talking about tax-managed and ETF portfolios that are defensive and growth oriented. Watch your inbox for the invite! ‘Dynamic Beyond’ Replay If you haven’t already, you can replay the 12 “Dynamic Beyond” webinar sessions, “Beyond Management & Planning: […]
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May 19 | 2021
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 approach, a plethora of technology tools stands ready to help drive success. fpPathfinder and Holistiplan are not only the latest tech tools to grace the […]
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May 19 | 2021
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 provides all incoming advisors. Her extensive experience working with Charles Schwab enhances her ability to think outside the box for creative problem solving. Here, Melanie […]
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May 19 | 2021
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 plays a vital role in training and managing the Service Request queue, ensuring timely completion. With an eye for detail, Jennifer understands the importance that […]
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