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…LEARN MORE >
Tech Tools for Financial Advisors
Tech Tools for Financial Advisors by Jim Palumbo Hey y’all, this is Jim Palumbo, from Dynamic Advisor Solutions and today’s blog is about what tech tools…LEARN MORE >
Dynamic Introduces Annuity Solution
Dynamic Wealth Advisors Partners with RetireOne for Insurance + Annuity Solutions Partnership grants firm’s wealth managers access to no-load fiduciary marketplace of next-gen risk-managed solutions by Jim Palumbo San…LEARN MORE >
Nobody Wants Your RIA
Nobody Wants Your RIA But they do want your assets! by Jim Palumbo The value of your RIA is likely $0.00. The RIA itself is not the real value…LEARN MORE >
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…LEARN MORE >
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…LEARN MORE >