Kelly McCarthy works in Dynamic’s Advisor Support department in the Concierge role, helping our advisors at a high level of
Kayla Kingseed joined Dynamic’s Information Technology department in September 2019 from Northwestern Mutual. She brought with her two years of
By Rachel Sloan, CFP®, CRPC® I used to love the feeling of the first day of school. It was a
With the rapid rise of environmental, social and governance (ESG) investing, Dynamic is making it easier for advisors to offer
By Jim Palumbo, Dynamic principal and chief development officer In the past 10 years, business owners around the world have
By Jeffrey Haindl, CFA®, CFP® This year, ESG (Environmental, Social and Governance) strategies have outperformed traditional portfolios. This is partially
By Jim Cannon, Dynamic founder & CEO 2020 may go down as one of the most trying times in history:
As if the ever-changing conditions surrounding COVID-19 aren’t dizzying enough, there’s the speed at which digital engagement is changing. Online
During Dynamic’s June Resource Call, guest Mark Ricketson, vice president and charitable planning consultant for Fidelity CharitableSM, let advisors in
By Cherie Jolly I started in the securities industry in 1986, as the wire room operator at an investment firm
