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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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Feb 16 | 2021
Love & Money: ‘Showing up’ for New Couple Clients
By Rachel Sloan, CFP®, CRPC® I used to love the feeling of the first day of school. It was a blank sheet of paper in which a story would unfold over the next year. I also loved the feeling of wearing new clothes. We didn’t shop much back then, but somehow, we always had a […]
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Feb 16 | 2021
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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Feb 16 | 2021
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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Dec 08 | 2020
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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