As year-end is quickly approaching, many advisors are looking over their client relationships, reviewing deadlines and ensuring they’re prepared to address any items that need to be completed prior to the end of the year. One area of focus this time of year is the need to review and discuss retirement planning options with clients. […]
Mark your calendar for Dynamic’s don’t-miss Resource Call with Portfolio Services on June 17. The team will be talking about tax-managed and ETF portfolios that are defensive and growth oriented. Watch your inbox for the invite! ‘Dynamic Beyond’ Replay If you haven’t already, you can replay the 12 “Dynamic Beyond” webinar sessions, “Beyond Management & Planning: […]
A new section in Dynamic News, Practice Development will spotlight the latest tech tools and resources available to advisors to elevate their practices. As more advisors embrace a holistic planning approach, a plethora of technology tools stands ready to help drive success. fpPathfinder and Holistiplan are not only the latest tech tools to grace the […]
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, has given way to advancements in technology and is increasingly becoming more commoditized than ever. Concurrently, an increasing number of advisors are working holistically, considering […]
2021 has already begun, but Dynamic has already lined up some don’t-miss virtual events! On February 18, Dynamic’s monthly Resource Call will feature a panel of some of our tax-savvy affiliates to discuss how and why to include tax-planning in your practice, as well as important tax and financial planning topics to consider in 2021. […]
As if the ever-changing conditions surrounding COVID-19 aren’t dizzying enough, there’s the speed at which digital engagement is changing. Online trends that were present pre-pandemic—from virtual meetings, furniture e-commerce and monthly subscription boxes, to restaurant, grocery, etc. pickup/delivery apps—have been accelerated, advancing their prevalence by several years in a matter of months. The ever-present pandemic […]