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Feb 13 | 2019
Cybersecurity Trends for Advisors
Cybersecurity Trends for Financial Advisors Is Your Firm Up to Speed? Cybersecurity has and will continue to be a primary concern for advisors and advisory firms, especially solo-practitioners. The firms that do not take the appropriate measures risk the potential for a breach, or worse. What we will look to share in this week’s blog […]
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Feb 06 | 2019
What is Your Succession Plan?
What is Your Succession Plan? If you are like many of your fellow advisors, the idea of a succession plan is probably as far as you have gotten. For our more ambitious peers, there may even be a plan in place. In an article published by Think Advisor earlier this week (story link here), the news […]
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Jan 30 | 2019
Two Years Post-Transition
Two Years Post-Transition: A Look Back and a Bright Future Ahead Not long ago, I was conducting a call to one of our advisors who had just passed the two-year mark since affiliating with Dynamic. I have conversations like this throughout the year, but this most recent conversation struck me as one worth sharing. In […]
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Jan 23 | 2019
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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Jan 16 | 2019
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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Jan 08 | 2019
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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