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Dynamic Wealth Advisors Named No. 1 in Arizona as Part of ‘50 Growers Across America’

Citywire RIA Ranks Dynamic as “Top Grower” in the Grand Canyon State in 2025 PHOENIX, Aug. 19, 2025 — Dynamic Wealth Advisors, the Registered Investment Advisor (RIA) arm of Dynamic Advisor Solutions, a preeminent partner to wealth advisors, was recognized by Citywire RIA as one of the 50 Growers Across America 2025 in Arizona, spotlighting […]

The Future of TAMP Tech Is Here — And Dynamic Built It Around Real Advisor Needs

Madeline Garfinkle, Contributor Dynamic Advisor Solutions has earned a reputation as a standout TAMP by combining deep investment experience, exceptional client service, and forward-thinking technology. While many advisors praise Dynamic’s wide array of portfolios and the team supporting their businesses, the engine powering those benefits is the technology layer—a platform deliberately built to reduce friction, eliminate redundancy, […]

Dynamic Names Brian Bowen to New Role as Director of Advisor Integration

Read the release on Business Wire Longtime Schwab Consultant Brings Financial Services Insight to Support Advisor Growth PHOENIX, July 15, 2025 — Dynamic Advisor Solutions dba Dynamic Wealth Advisors has named Brian Bowen to the new role of Director of Advisor Integration, bringing more than two decades of financial services experience to a role focused […]

Streamlining Success: Dynamic Advisor Solutions’ High-Touch TAMP Services

Madeline Garfinkle, Contributor Independent financial advisors often face overwhelming administrative burdens that can potentially take time away from building client relationships and business growth. Recognizing these challenges, Dynamic Advisor Solutions has crafted a comprehensive suite of services that not only streamlines operational processes but also offers institutional-quality investment management with a personal touch. https://dynamicadvisorsolutions.com/wp-content/uploads/2025/05/konstantin_kostya_etus_cio_dynamic_advisor_solutions-Kim-Cecere.mp4 By […]

Dynamic Advisor Solutions: Where Independence Meets Community

For financial advisors contemplating independence, the journey often seems to present a stark choice Strike out entirely on their own or remain tethered to a large institution. Dynamic Advisor Solutions is challenging this paradigm by offering advisors a unique middle path: true independence backed by comprehensive resources, technology, and community support. In an interview with The […]

Dynamic Advisor Solutions: The Case for Early-Year Contributions

By Lucas Felbel, CFP®, CIMA ® Director, Dynamic Asset Management When managing clients’ investments, strategic wealth advisors know that timing is important. What’s more, consideration of all aspects of a client’s financial household must be executed to provide optimal outcomes. Many investors are unaware of the interconnectedness between investment optimization, tax strategies, retirement and estate […]

Dynamic Advisor Solutions: A Sad Day in Omaha

(Dynamic / Kostya Etus) On Tuesday, Nov. 28, 2023, Charlie Munger passed away at the age of 99. He would have turned 100 on New Year’s Day. He was the vice chairman, second in command and closest friend to Berkshire Hathaway’s Chairman and CEO Warren Buffett. He was truly one of the greatest investors of […]

5 Considerations for End-of-Year Financial Planning You Need to Know

This article was originally published in AZ Big Media By Urban Adams Fall is here and favored by so many for good reason. From cooler temperatures, football and foliage to holidays and all-things pumpkin… For financial advisors and their clients, fall signals end of year planning and all-things financial. It’s no coincidence Financial Planning Month […]

Buyer Beware: Is Your Financial Advisor Using AI to Make Investment Decisions?

This article originally ran in InBusiness Greater Phoenix Key considerations to discuss with your qualified professional. By Jim Cannon Reader’s note: AI was not used in the creation of this article. Just like all industries grappling with the breakneck pace at which artificial intelligence is permeating business as we know it—and how best to leverage […]