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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…

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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,…

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2000-2020: A Compliance Retrospective Infographic

By Cherie Jolly I started in the securities industry in 1986, as the wire room operator at an investment firm in California. Over the years, I have been involved with…

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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…

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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…

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Is Enhancing Customer Experience the New Frontier for Wealth Advisors?

“Take the time to walk a mile in his moccasins.” Mary T. Lathrap, 1895 By Jim Palumbo The industry has changed. Have you been left behind? Advisors who simply open…

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