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
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
