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Honoring an Industry Legend

Honoring an Industry Legend Normally this post is designed to share some industry insight or practice management guidance, but given the passing of industry legend, John “Jack” Bogle on January 16, we at Dynamic, thought it appropriate to use this week’s post to reflect on Mr. Bogle’s impact on the investment industry, and on some […]

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Senior Finances Worse in Retirement

MORE THAN 1/3 OF SENIORS SAY THEIR FINANCES ARE WORSE IN RETIREMENT A Harris Poll[i] commissioned by Transamerica Center for Retirement Studies® (TCRS) found that today’s retirees are living a precarious existence. January 17, 2019 (Dynamic Wealth Advisors) A recent Harris poll shows that today’s retirees are living a financially precarious existence. How did this happen? Some […]

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A Different Kind of TAMP

A Different Kind of TAMP  The term “TAMP” is fairly well known among the investment advisory industry. For those not as familiar, TAMP means, Turnkey Asset Management Program. According to Investopedia, “TAMPs let professionals delegate asset management responsibilities to someone else who specializes in it.” In addition, “TAMPs also handle account administration, billing and reporting.” Now, […]

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A Tale of Two Breakaways

A TALE OF TWO BREAKAWAYS One Successful, and One a Cautionary Tale One advisor lost 30% of his book. What can you do to avoid that outcome? Independent RIAs are the fastest growing segment of the financial services industry according to the Cerulli Associates RIA Marketplace report[i]. “While the wire-house assets are shrinking 1.9% per […]

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Considering a Revenue Model Change?

ARE YOU CONSIDERING A REVENUE MODEL CHANGE NEXT YEAR? An article written by Bob Veres, published on Monday by Advisor Perspectives discusses what Mr. Veres believes are the five challenges advisors facing advisors in 2019. Click here for the full article. For the challenges Mr. Veres outlines, he also offers an action plan recommendation. For purposes of […]

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When is the Right Time For a COO?

When is the right time for a COO? Can you afford to not have one? As an advisory practice grows over time, advisors are faced with the challenges associated with the growth. Those challenges could be; dealing with technology, staff, compliance/regulatory, in no particular order. In my experience, consulting to advisors over the last decade-plus, one thing […]

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