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May 19 | 2021
Portfolio Services: Complex Scenarios & Practical Solutions
Many wealth advisors are drawn to the industry to perform investment selection and strategy, and over time hone their skills, developing best practices in basic portfolio management. Investment management, however, has given way to advancements in technology and is increasingly becoming more commoditized than ever. Concurrently, an increasing number of advisors are working holistically, considering […]
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May 19 | 2021
Dynamic Unveils Concierge as Premium Service
A new program at Dynamic harkens back to what was once thought of as a service at the Ritz-Carlton and other luxury hotel brands: Concierge is a premium, personalized service for advisors that offloads the administrative work to Dynamic, providing an alternative solution to outsourcing a virtual assistant or hiring staff in your practice. Thoughtfully […]
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May 19 | 2021
Alternative Fee Structures Support Holistic Planning in Spades
In this era of fee compression and robo-advice, wealth advisors that provide comprehensive services are becoming less focused on how much they’re charging and instead, focused on how best to structure fees for long-range holistic planning. While no single fee model fits every advisor and client, much has been said about the efficiency of the […]
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Feb 16 | 2021
Don’t-Miss Dynamic Events for Success
2021 has already begun, but Dynamic has already lined up some don’t-miss virtual events! On February 18, Dynamic’s monthly Resource Call will feature a panel of some of our tax-savvy affiliates to discuss how and why to include tax-planning in your practice, as well as important tax and financial planning topics to consider in 2021. […]
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Feb 16 | 2021
Get to Know…Kelly McCarthy
Kelly McCarthy works in Dynamic’s Advisor Support department in the Concierge role, helping our advisors at a high level of front-office, client-facing service every day. She joined Dynamic in September of last year, coming from a strong background in advisor support at an RIA. She holds a Business Administration degree from the University of Wisconsin […]
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Feb 16 | 2021
Get to Know…Kayla Kingseed
Kayla Kingseed joined Dynamic’s Information Technology department in September 2019 from Northwestern Mutual. She brought with her two years of experience in financial services, and a degree in financial mathematics from Ohio State University. Her experience thus far has enabled her to assist Dynamic’s team from a unique standpoint: by ensuring Dynamic clients and employees […]
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