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Dynamic Advisor Solutions: IAR Or RIA?

(Dynamic Advisor Solutions) To run your practice as an Investment Advisor Representative (IAR), or as a Registered Investment Advisor (RIA): that is the question. Advisors contemplate these models like dental-aisle shoppers pondering the ever-expanding sea of toothpaste, toothbrushes, mouthwashes, floss, whitening strips and everything else in-between the teeth and gums. The options seem endless with […]

Edward Jones Loses FA to Dynamic Wealth

By Alex Padalka Dynamic Wealth Advisors says it has recruited its first U.S. based advisor for the year. Bill Hansen joined Dynamic Wealth Advisors, doing business as Crooked Tree Capital Advisors, in Petoskey, Michigan, according to the firm. He offers financial planning and investment management to individuals and families, as well as fiduciary consulting and investment advice for […]

Dynamic Announces First Wealth Advisor to Join U.S. Network in 2022

View the news release on BusinessWire Photo: Bill Hansen PHOENIX, Feb. 2, 2022—Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, recently welcomed its first new Investment Advisor Representative (IAR) of 2022: Bill Hansen joined Dynamic Wealth Advisors dba Crooked Tree Capital Advisors in Petoskey, Mich. Established in 2012 by John Marshall, CFA®, CFP®, […]

Dynamic Partners with Eight New Wealth Advisors in 2021, Expands Network, Serving Nearly $3.5 Billion of Client Assets

View the news release on BusinessWire PHOENIX, Dec. 14, 2021—Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, welcomed eight new wealth advisors to its nationwide network of advisor clients in 2021. Of the new advisors, two joined existing Dynamic practices. The new advisors expand the Dynamic network across the U.S. […]

Tech Tools to Streamline Tech Advisors’ Work

By Ed McCarthy Most plan advisors with whom I talk for this column express a clear preference for the investment management side of the business. Participant education is another preferred area, especially among advisors with a financial planning background. But it’s extremely rare for an advisor to tell me that while she doesn’t mind designing […]

Dynamic: Women and Wealth: Meeting the Needs of a Dynamic Demographic

(Dynamic Advisor Solutions) With women making up more than half the U.S. population, a wealth advisor’s understanding of how to best serve female clients isn’t an option; it’s a necessity. Adding to a population that favors females, women are not only earning more, they are inheriting more and outliving their male counterparts by an average […]

CFA® Charterholder Head of Strategy Joins Dynamic’s Investment Management Team

Konstantin (Kostya) Etus, CFA® View this news release on BusinessWire PHOENIX, Nov. 9, 2021—Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, recently welcomed a new member to the team: Konstantin (Kostya) Etus, CFA® joined Dynamic in a new role as Head of Strategy, Investment Management and Portfolio Services, as the firm […]

Dynamic: Top 3 Investor Concerns: Taxes, Inflation and Crypto

By Kostya Etus, CFA®, Head of Strategy, Portfolio Services Team at Dynamic Advisor Solutions The strong performance for the stock market continues. However, volatility is elevated and there are some investor concerns for the future. Here, we review taxes, inflation and crypto. Key Takeaways Proposed tax hikes could potentially weaken earnings growth and personal spending. […]

Outsourcing firm is helping RIAs mine 401(k) plans

by Fred Barstein The 401(k) world is poised to explode as wealth, retirement and benefits converge at work. Government mandates, such as state-sponsored auto-IRA programs, are expected to supercharge the micro market. Pooled employer plans, along with multiple employer plans and groups of plans, make it easier for smaller entities to pool resources and outsource the work and liability. […]