Complete 401(k) Solution Offers Simplicity and Helps Mitigate Risk for Retirement Plan Sponsors and Advisors
View this news release on BusinessWire Dynamic’s Complete 401(k) professionals provide scalability and efficiency for advisors PHOENIX, Sept. 29, 2021—Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, announced Complete 401(k), an end-to-end retirement solution for retirement plan advisors burdened with the day-to-day responsibilities of managing plan business. Dynamic’s Complete 401(k) […]
The 4 Most Important Pieces of Advice this Financial Advisor Gave to His 3 Daughters
By Gabrielle Olya This article also appeared on MSN Money and GoBankingRates.com GOBankingRates wants to empower women to take control of their finances. According to the latest stats, women hold $72 billion in private wealth — but fewer women than men consider themselves to be in “good” or “excellent” financial shape. Women are less likely […]
Dynamic: Stop Applying A Band-Aid Approach To Held-Away Assets
Dynamic Advisor Solutions has partnered with technology platform provider FeeX to enable advisors to actively manage and trade on clients’ held-away accounts such as 401(k)s. The partnership will integrate FeeX’s held-away account trading and management platform with Dynamic’s Wealth360 platform. FeeX provides a held-away account trading and management platform, a fee analysis platform, rollover compliance and asset retention […]
Dynamic Offers End to ‘Band-Aid Approach’ to Held-Away Accounts
By Sam Del Row Jorge Padilla, CFP® Dynamic Advisor Solutions has partnered with technology platform provider FeeX to enable advisors to actively manage and trade on clients’ held-away accounts such as 401(k)s. The partnership will integrate FeeX’s held-away account trading and management platform with Dynamic’s Wealth360 platform. FeeX provides a held-away account trading and management platform, a fee […]
Dynamic: Premium Held-Away Assets Service Completes the Client Financial Picture
With rapidly evolving capabilities in account aggregation, selecting the right solution just got a lot easier for advisors across the Dynamic network. Dynamic has teamed with FeeX to make active management of held-away accounts such as 401(k), 403(b) and more possible, providing a new Premium Held-away Assets Service that gives advisors a window with a […]
Dynamic Advisor Solutions Offers Concierge Service to FAs
By Sam Del Rowe Dynamic Advisor Solutions has launched a service that provides advisors with an assistant to perform administrative tasks. The new service, Concierge, is designed to be an alternative to using a virtual assistant or hiring additional staff, according to the company. Using virtual assistants “has become a pretty common thing” among advisors, but those who […]
Dynamic Advisor Solutions Partners with FeeX to Actively Manage Held-Away Accounts
View the News Release on BusinessWire Seamless integration provides a Premium Service to advisors for holistic wealth planning with 401(k)s, annuities and more PHOENIX, Aug. 3, 2021—Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, has partnered with FeeX to provide a Premium Service option that integrates held-away accounts. Partnering with FeeX allows […]
Thanasi Panagiotakopoulos Among Investopedia’s Top 100 Financial Advisors of 2021
Thanasi Panagiotakopoulos, founder and principal of LifeManaged in Phoenix, was named to the fifth annual Investopedia 100 List of the Most Influential Financial Advisors. According to Investopedia: The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. With more than 100,000 independent financial advisors […]
Dynamic Advisor Solutions Announces Concierge as Premium Service
View the News Release on BusinessWire Dynamic Advisor Solutions Announces Concierge as Premium Service, Addresses Advisor Needs as Practices Move Toward Virtual Model New program provides dedicated Dynamic team to perform an enhanced level of administrative services, an alternative solution to hiring personnel or contracting with a virtual assistant PHOENIX, June 15, 2021—Dynamic Advisor Solutions dba […]
Cutting Down a Lawyer’s Tax Burden
by Karen DeMasters Sometimes, lawyers only charge for their services when they win cases or otherwise help their clients recover money. These are called contingency fees, and they’re paid from a percentage of the recovered money. Lawyers are happy to receive these large fees after winning big cases, but since the payments come all at […]