It’s no secret the wealth advisor population is aging with nearly one-half of current advisors age 55 and over. For
By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management “You won’t lose the house. Everybody has three mortgages nowadays.”
To run your practice as an Investment Advisor Representative (IAR), or as a Registered Investment Advisor (RIA): that is the
By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management Download the 1.25.22 Dynamic Market Update PDF for advisors’ use
By Konstantin (Kostya) Etus, CFA® Head of Strategy, Dynamic Investment Management Is the 60/40 portfolio dead? This question has been
The role of the financial advisor is continuously evolving. With more advisors adopting the comprehensive holistic wealth approach, there’s an
Whitney Johnson plays a dual role at Dynamic, one-part Business Development and one-part Practice Development associate. As an Arizona native,
By Michelle Kaufman, CFA®, CPWA® Ever since I started my boutique wealth practice, Prioritas Financial Advisors, I’ve wanted to connect with
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
