Dynamic Announces New Chief Business Development Officer
View the news release on BusinessWire PHOENIX, Oct. 25, 2022—Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, today announced that Steve Kulesza, CFP® has joined the firm as Chief Business Development Officer. As a member of the Dynamic leadership team reporting to Founder and Chief Executive Officer Jim Cannon, Kulesza […]
Dynamic Advisor Solutions: The Presidential Cycle Versus The Market
The chart below shows there’s a unique trend exhibited in the stock market throughout history, depending on which year we’re in based on the four-year presidential cycle, suggesting there may be a link. Historical Presidential Cycle Pattern Source: Merrill Lynch, Data from 1928 through 2012Past performance is not indicative of future returns. As always, Dynamic recommends […]
Do Bonds Still Matter?
By Kostya Etus, CFA® Q. Stocks and Bonds Are Both Down in 2022. Is This a Rare Occurrence? A. This has truly been a historic year in the markets. Yes, we have experienced a stock market selloff, however as we noted in the June 27th Market Update, Persistent Inflation Leads Fed to Take Action, that’s not […]
Advisors Take on Alternatives
Asset managers and technology firms are luring retail advisors into alts with easier access and promises of diversification and enhanced returns. Here’s what advisors themselves think about broadening their client portfolios. Alternative assets have long been the domain of ultra-wealthy and institutional investors, guarded as they were by astronomical investment minimums, hefty fee structures and lack […]
Orion + BasisCode: How BasisCode Helps One CCO Keep 75+ Affiliates Audit-Ready
Cherie Jolly, Dynamic’s chief compliance officer, talks with Orion’s Carlos Guillen, senior vice president of Tech Products, and Ryan Stevenson, associate vice president of Business Development, about how Dynamic’s Compliance team relies on BasisCode to juggle the various compliance needs across the Dynamic network of wealth advisory firms–helping them get (and stay) audit-ready!
Are We in A Recession?
By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management 1. Inflation Still Elevated – The Consumer Price Index (CPI) in June increased 9.1% over a year ago, above estimates, and at the highest reading since 1981. Inflation is primarily driven by energy, food and housing prices, the key necessities. The market’s negative reaction is due to […]
Dynamic Announces Strategic Partnership with CAIS
PHOENIX, July 12, 2022—Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, announced an enterprise-level agreement with CAIS, the leading alternative investment platform servicing the wealth management and asset management industries. As Dynamic continues to accelerate development of institutionalized asset management services, the partnership with CAIS allows Dynamic’s advisor affiliates to access a […]
Why Advisors Should Outsource Investment Management with Kostya Etus
Listen on Apple Podcasts Financial advisors are responsible for the well-being of their clients, and with that comes a fiduciary duty to act in their clients’ best interests at all times. In order to do so, they need to juggle working with clients, maintaining compliance, keeping up with market trends, performing due diligence on potential […]
Dynamic Recognized for Third Consecutive Year in America’s Best TAMPs™ 2022
View the news release on BusinessWire PHOENIX, March 31, 2022—Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, is listed for the third consecutive year in the 2022 edition of America’s Best TAMPs™, published by The Wealth Advisor, part of Marina Media, LLC. The publication’s 11th annual “winner’s list” features 25 of the leading […]
Dynamic Advisor Solutions: Why is the Fed Raising Rates and What are the Implications?
This will be the official start of a tightening, or more restrictive, monetary policy. This is typically not favorable for the financial markets, but it’s important to understand why they are doing it. Generally, a restrictive monetary policy is implemented to control an overheated economy and/or high levels of inflation. The Fed is mandated to promote […]