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 […]
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 […]
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 […]
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 […]
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 […]
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 […]