Jennifer DeGroat joined Dynamic’s Advisor Support team in April 2018, having held positions at Annexus and Voya/ING. She has 10
Many wealth advisors are drawn to the industry to perform investment selection and strategy, and over time hone their skills,
A new program at Dynamic harkens back to what was once thought of as a service at the Ritz-Carlton and
In this era of fee compression and robo-advice, wealth advisors that provide comprehensive services are becoming less focused on how
2021 has already begun, but Dynamic has already lined up some don’t-miss virtual events! On February 18, Dynamic’s monthly Resource
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
