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Get to Know…Josh Farley

Dynamic has a magician in its midst. As Technology Service Associate on the Onboarding Team, Josh Farley joined Dynamic in the fall 2020. Josh’s unique perspective and ability to juggle…

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Get to Know…Mat Weiss

August 2021 marks Mat Weiss’s three-year work anniversary at Dynamic. He began his Dynamic career as a team lead in Portfolio Services and currently serves as a coordinator on the…

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Alternative Fee Structures Support Holistic Planning in Spades

In this era of fee compression and robo-advice, wealth advisors that provide comprehensive services are becoming less focused on how much they’re charging and instead, focused on how best to…

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Dynamic Unveils Concierge as Premium Service

A new program at Dynamic harkens back to what was once thought of as a service at the Ritz-Carlton and other luxury hotel brands: Concierge is a premium, personalized service…

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Portfolio Services: Complex Scenarios & Practical Solutions

Many wealth advisors are drawn to the industry to perform investment selection and strategy, and over time hone their skills, developing best practices in basic portfolio management. Investment management, however,…

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Get to Know…Jennifer DeGroat

Jennifer DeGroat joined Dynamic’s Advisor Support team in April 2018, having held positions at Annexus and Voya/ING. She has 10 years of experience in financial services. As team lead, she…

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