On a recent Dynamic Resource Call, “Conversation & Collaboration: An Attorney’s Take on Estate Planning,” Dynamic COO Craig Morningstar welcomed
By Kostya Etus, CFA®, Head of Strategy, Portfolio Services Team “You have to do everything you can, you have to
With women making up more than half the U.S. population, a wealth advisor’s understanding of how to best serve female
By Kostya Etus, CFA®, Head of Strategy, Portfolio Services Team “Buy low, sell high. Fear? That’s the other guy’s problem.”
August 2021 marks Mat Weiss’s three-year work anniversary at Dynamic. He began his Dynamic career as a team lead in
Dynamic has a magician in its midst. As Technology Service Associate on the Onboarding Team, Josh Farley joined Dynamic in
As year-end is quickly approaching, many advisors are looking over their client relationships, reviewing deadlines and ensuring they’re prepared to
As Dynamic Portfolio Services continues to experience heightened interest from advisors looking to outsource portfolio management and solve complex client scenarios,
With rapidly evolving capabilities in account aggregation, selecting the right solution just got a lot easier for advisors across the
Mark your calendar for Dynamic’s don’t-miss Resource Call with Portfolio Services on June 17. The team will be talking about
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.
