Blog
Home / Blog
May 29 | 2019
Unicorn Found!
UNICORN FOUND “…perfectly-integrated technology is a unicorn.” -Deborah Stavis, CEO, Stavis & Cohen Financial “Technology and client demands are among the toughest challenges for more of this year’s top broker-dealer advisors,” wrote Rita Raagas[i] De Ramos in Financial Advisor IQ[ii] recently. The 2019 Financial Times 400[iii] top advisors cite these four things as the toughest challenges they face […]
LEARN MORE >
Apr 02 | 2019
Are Subscription Fees the Future?
Are Subscription Fees the Future of the Advice Industry? The announcement late last week by Charles Schwab that it was moving to a flat monthly fee for its Schwab Intelligent Portfolios service, from an assets-under-management fee, has resonated through the industry. Late last year, Dynamic posed a question about revenue model alternatives to the assets-under-management model. You can […]
LEARN MORE >
Mar 11 | 2019
Want Deeper Client Relationships?
Want Deeper Client Relationships While Increasing Productivity and Saving Time? By now, you have probably read any number of industry articles about outsourcing for advisors and advisory firms. In fact, you’ve likely seen your fair share of thought pieces from the team here at Dynamic Advisor Solutions. For those already familiar with Dynamic, you probably […]
LEARN MORE >
Feb 26 | 2019
Sexual Harassment in the Advice Industry
Sexual Harassment in the Financial Advice Industry It is with much disappointment that I even choose that title for this week’s post. The reality is, that the problem exists in the industry I work in and that troubles me, but it should trouble all of us. Investment News did a great job in sharing the […]
LEARN MORE >
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 […]
LEARN MORE >
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 […]
LEARN MORE >Click for Dynamic’s Form CRS (Client Relationship Summary) and Dynamic’s ADV Firm Brochure. For additional information click here.
The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.
Dynamic Wealth Advisors provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Dynamic Wealth Advisors is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
Information about your visits to our website. We store records of the activities on our sites in our web server logs, which automatically capture and save the information electronically. The information we collect helps us administer the site, analyze its usage, protect the website and its content from inappropriate use, and improve the user’s experience.
Dynamic Advisor Solutions, LLC dba Dynamic Wealth Advisors is an SEC registered investment advisor. Investment advisory services are offered through Dynamic. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https://adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy by calling 877-257-3840 x720.
