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
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
